Strategies Wealth Advisors, LLC

Position in CSQ — Calamos Strategic Total Return Fund

CIK 1976435 GRAND RAPIDS, MI

Position in CSQ

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$324,629

-$39,441 QoQ

Shares Held

18,962

0.0% QoQ

Ownership

0.012%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Strategies Wealth Advisors, LLC holds $1,052,631 across 5 Asset Management names. CSQ ranks #1 (30.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CSQ	Calamos Strategic Total Return Fund This page	18,962	$324,629
2	BLK	BlackRock, Inc.	287	$276,010
3	OBDC	Blue Owl Capital Corp	21,440	$237,126
4	PFLT	PennantPark Floating Rate Capital Ltd.	14,240	$114,489
5	PSEC	Prospect Capital Corp	38,459	$100,377

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$324,629	18,962	0.0%	Shares	Sole	2026-05-15
2025-12-31	$364,070	18,962	+2.2%	Shares	Sole	2026-02-13
2025-09-30	$358,060	18,562	-20.9%	Shares	Sole	2025-11-12
2025-06-30	$427,946	23,462	+0.4%	Shares	Sole	2025-08-08
2025-03-31	$377,997	23,362	-2.5%	Shares	Sole	2025-05-14
2024-12-31	$424,367	23,962	+1.3%	Shares	Sole	2025-02-13
2024-09-30	$410,535	23,662	-0.8%	Shares	Sole	2024-10-07
2024-06-30	$401,836	23,862	-12.8%	Shares	Sole	2024-07-29
2024-03-31	$447,915	27,362	+21.9%	Shares	Sole	2024-04-22
2023-12-31	$333,682	22,440	—	Shares	Sole	2024-01-22
No filing history on record for this holder in this stock.