NATIONS FINANCIAL GROUP INC, /IA/ /ADV
Position in CSQ — Calamos Strategic Total Return Fund
CIK 1109767
CEDAR RAPIDS, IA
Position in CSQ
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$422,042
-$2,969 QoQ
Shares Held
24,652
+11.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in CSQ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds $51,820,091 across 64 Asset Management names. CSQ ranks #33 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | FINS |
Angel Oak Financial Strategies Income Term Trust
|
484,445 | $6,176,673 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
128,030 | $6,109,591 | |
| 3 | BX |
Blackstone Inc.
|
33,775 | $3,883,787 | |
| 4 | BLK |
BlackRock, Inc.
|
3,188 | $3,065,931 | |
| 5 | AMP |
Ameriprise Financial Inc
|
5,976 | $2,655,734 | |
| 6 | OWL |
Blue Owl Capital Inc.
|
232,010 | $2,118,251 | |
| 7 | SII |
Sprott Inc.
|
13,000 | $1,857,700 | |
| 8 | PEO |
Adams Natural Resources Fund, Inc.
|
51,280 | $1,425,584 |
All Filings in CSQ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $422,042 | 24,652 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $425,011 | 22,136 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $426,849 | 22,128 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $412,497 | 22,615 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $394,063 | 24,355 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $422,914 | 23,880 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $414,318 | 23,880 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $361,841 | 21,487 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $351,742 | 21,487 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $361,147 | 24,287 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $350,160 | 24,887 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $535,602 | 36,312 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $538,384 | 38,456 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $590,641 | 44,012 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $436,587 | 34,927 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $461,970 | 35,238 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $611,236 | 34,868 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $637,881 | 33,068 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $570,016 | 32,168 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $595,104 | 32,716 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $475,427 | 27,593 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $435,693 | 27,593 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $371,401 | 27,593 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $323,490 | 26,025 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $254,264 | 26,025 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||