Meridian Wealth Advisors, LLC
Position in CSQ — Calamos Strategic Total Return Fund
CIK 1768095
AUSTIN, TX
Position in CSQ
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,467,560
-$408,702 QoQ
Shares Held
85,722
-12.3% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
0.31%
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, 2026Meridian Wealth Advisors, LLC holds $5,577,192 across 6 Asset Management names. CSQ ranks #1 (26.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSQ |
Calamos Strategic Total Return Fund
This page
|
85,722 | $1,467,560 | |
| 2 | RJF |
Raymond James Financial Inc
|
9,579 | $1,386,943 | |
| 3 | BLK |
BlackRock, Inc.
|
987 | $949,207 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
23,469 | $831,741 | |
| 5 | BX |
Blackstone Inc.
|
6,839 | $786,416 | |
| 6 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
17,936 | $155,325 |
All Filings in CSQ
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,467,560 | 85,722 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,876,262 | 97,722 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,885,057 | 97,722 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,782,449 | 97,722 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,581,141 | 97,722 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $1,721,801 | 97,222 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $1,686,801 | 97,222 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,637,218 | 97,222 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $1,591,524 | 97,222 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $1,445,691 | 97,222 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,367,913 | 97,222 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1,389,774 | 94,222 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,319,108 | 94,222 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,264,459 | 94,222 | Shares | Sole | 2023-01-23 | |
| 2022-09-30 | $1,255,987 | 100,479 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,563,367 | 119,250 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $1,976,507 | 112,750 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $1,982,047 | 102,750 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $1,820,730 | 102,750 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $1,869,022 | 102,750 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $1,770,382 | 102,750 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,622,422 | 102,750 | Shares | Sole | 2021-05-07 | |
| 2020-09-30 | $1,383,015 | 102,750 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,055,307 | 84,900 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $829,473 | 84,900 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||