WCG Wealth Advisors LLC
Position in CSQ — Calamos Strategic Total Return Fund
CIK 1855713
LAS VEGAS, NV
Position in CSQ
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$439,778
-$53,431 QoQ
Shares Held
25,688
0.0% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026WCG Wealth Advisors LLC holds $17,315,131 across 26 Asset Management names. CSQ ranks #17 (2.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CGBD |
Carlyle Secured Lending, Inc.
|
186,691 | $2,042,399 | |
| 2 | ARCC |
Ares Capital Corp
|
106,520 | $1,919,490 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
82,412 | $1,368,863 | |
| 4 | APO |
Apollo Global Management, Inc.
|
11,110 | $1,237,876 | |
| 5 | FSK |
FS KKR Capital Corp
|
76,592 | $779,706 | |
| 6 | MAIN |
Main Street Capital CORP
|
14,095 | $746,471 | |
| 7 | TYG |
Tortoise Energy Infrastructure Corp
|
13,730 | $684,440 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
45,249 | $618,553 |
All Filings in CSQ
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $439,778 | 25,688 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $493,209 | 25,688 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $537,959 | 27,888 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $508,677 | 27,888 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $275,157 | 17,006 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||