Back to CSQ
WINNACLE WEALTH LLC CSQ Position History
Calamos Strategic Total Return Fund • Financial Services
Quarters held
6
Latest value
$2M
Q3 2026
Peak value
$2M
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $419K |
| Q1 2026 | $419K |
| Q2 2026 | $743K |
| Q2 2026 | $731K |
| Q3 2026 | $1.4M |
| Q3 2026 | $2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2M | 76.6K | — | — |
| Q3 2026 | $1.4M | 55.2K | — | — |
| Q2 2026 | $731K | 26.9K | — | — |
| Q2 2026 | $743K | 27.7K | — | — |
| Q1 2026 | $419K | 16.7K | — | — |
| Q1 2026 | $419K | 17.6K | — | — |
Other funds holding CSQ
$87.8M
$80.6M
$79.8M
$72.2M