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Livermore
Livermore
ZHEN

Meridian Wealth Advisors, LLC

SEC CIK
0001768095
Latest filing
Aug 14, 2026

CSQ holding history

Calamos Strategic Total Return Fund in every 13F filed by Meridian Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CSQ overviewAll 13F holders of CSQFull Q2 2026 holdings

Shares (Q2 2026)
85,722
Value
$1.76M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of CSQ by Meridian Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202685,722$1.76M0.2%00.0%UnchangedHolders
Q1 202685,722$1.47M0.2%−12,000−12.3%ReducedHolders
Q4 202597,722$1.88M0.3%00.0%UnchangedHolders
Q3 202597,722$1.89M0.3%00.0%UnchangedHolders
Q2 202597,722$1.78M0.3%00.0%UnchangedHolders
Q1 202597,722$1.58M0.3%+500+0.5%AddedHolders
Q4 202497,222$1.72M0.3%00.0%UnchangedHolders
Q3 202497,222$1.69M0.3%00.0%UnchangedHolders
Q2 202497,222$1.64M0.3%00.0%UnchangedHolders
Q1 202497,222$1.59M0.3%00.0%UnchangedHolders
Q4 202397,222$1.45M0.3%00.0%UnchangedHolders
Q3 202397,222$1.37M0.3%+3,000+3.2%AddedHolders
Q2 202394,222$1.39M0.3%00.0%UnchangedHolders
Q1 202394,222$1.32M0.3%00.0%UnchangedHolders
Q4 202294,222$1.26M0.3%−6,257−6.2%ReducedHolders
Q3 2022100,479$1.26M0.4%−18,771−15.7%ReducedHolders
Q2 2022119,250$1.56M0.4%+6,500+5.8%AddedHolders
Q1 2022112,750$1.98M0.5%+10,000+9.7%AddedHolders
Q4 2021102,750$1.98M0.5%00.0%UnchangedHolders
Q3 2021102,750$1.82M0.5%00.0%UnchangedHolders
Q2 2021102,750$1.87M0.5%00.0%UnchangedHolders
Q1 2021102,750$1.77M0.6%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.