MOSELEY INVESTMENT MANAGEMENT INC
Position in CSQ — Calamos Strategic Total Return Fund
CIK 906396
BRADENTON, FL
Position in CSQ
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$227,268
-$37,212 QoQ
Shares Held
13,275
-3.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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 Mar 31, 2026MOSELEY INVESTMENT MANAGEMENT INC holds $4,133,542 across 7 Asset Management names. CSQ ranks #5 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BN |
BROOKFIELD Corp /ON/
|
38,687 | $1,565,662 | |
| 2 | BX |
Blackstone Inc.
|
11,486 | $1,320,775 | |
| 3 | BLK |
BlackRock, Inc.
|
321 | $308,708 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
7,900 | $279,976 | |
| 5 | CSQ |
Calamos Strategic Total Return Fund
This page
|
13,275 | $227,268 | |
| 6 | BAM |
Brookfield Asset Management Ltd.
|
5,058 | $224,828 | |
| 7 | RJF |
Raymond James Financial Inc
|
1,425 | $206,325 |
All Filings in CSQ
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $227,268 | 13,275 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $264,480 | 13,775 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $265,719 | 13,775 | Shares | Sole | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||