CALAMOS STRAT TTL RTRN FND (CSQ) Institutional Ownership and Insiders Activity
CALAMOS STRAT TTL RTRN FND (CSQ) is widely held by institutional investors, with 1 tracked firm reporting positions valued at approximately $343,229 based on SEC Form 13F filings for the quarter ended June 30, 2026.
Sequoia Financial Advisors is the largest disclosed holder, reporting approximately $343,229 in CSQ holdings in its latest filing.
Institutional ownership among tracked investors remains highly concentrated, with Sequoia Financial Advisors representing the majority of disclosed value.
Institutional Holders
1
Total Reported Value
$343,229
Largest Holder
Sequoia Financial Advisors
Largest Position
$343,229
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
0
Funds Exiting Positions
0
Top Institutional Owners
View all- Sequoia Financial Advisors$343,229
CSQ News
All news- PMG Family Office Llc Increases Holdings in Financial Services Funds During Q2 2026
Jul 19, 2026 · valut.ai
- Smith Asset Management Co., Llc Portfolio Activity in Q2 2026
Jul 16, 2026 · valut.ai
Related CSQ Institutional Insights:
- CSQ Institutional Ownership & Insiders Activity
- CSQ Institutional Ownership & 13F Activity
- CSQ Top Institutional Shareholders
- CSQ Institutional Buying Activity
- CSQ Institutional Selling Activity
- Financial Services Sector Institutional Ownership
- Financial Services Sector Portfolio Overlap
- Institutional Portfolio Overlap & Shared Holdings
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- CSQ Insider Trading & SEC Form 4 Activity
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