Skip to main content
Equibles

Strategies Wealth Advisors, LLC

Position in CSQ — Calamos Strategic Total Return Fund

CIK 1976435 GRAND RAPIDS, MI
Back to CSQ Full portfolio

Position in CSQ

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$369,298
+$44,669 QoQ
Shares Held
17,962
-5.3% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#112
of 224 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in CSQ Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Strategies Wealth Advisors, LLC holds $1,433,882 across 6 Asset Management names. CSQ ranks #1 (25.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CSQ
Calamos Strategic Total Return Fund
This page 		17,962 $369,298
2 ARCC
Ares Capital Corp
 18,526 $343,286
3 BLK
BlackRock, Inc.
 288 $276,929
4 OBDC
Blue Owl Capital Corp
 22,082 $240,031
5 PFLT
PennantPark Floating Rate Capital Ltd.
 14,770 $110,479
6 PSEC
Prospect Capital Corp
 40,632 $93,859

All Filings in CSQ

Export CSV
11 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $369,298 17,962
2026-03-31 $324,629 18,962
2025-12-31 $364,070 18,962
2025-09-30 $358,060 18,562
2025-06-30 $427,946 23,462
2025-03-31 $377,997 23,362
2024-12-31 $424,367 23,962
2024-09-30 $410,535 23,662
2024-06-30 $401,836 23,862
2024-03-31 $447,915 27,362
2023-12-31 $333,682 22,440