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MGB Wealth Management, LLC

SEC CIK
0002015822
Latest filing
Feb 17, 2026

CSQ holding history

Calamos Strategic Total Return Fund in every 13F filed by MGB Wealth Management, 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 Q4 2025 holdings

Shares (Q4 2025)
34,141
Value
$655.5K
% of portfolio
0.2%
Quarters held
2
Since Q1 2025
Holdings of CSQ by MGB Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 202534,141$655.5K0.2%+34,141NewHolders
Q2 20250$00.0%−19,040−100.0%Sold outHolders
Q1 202519,040$322.6K0.1%+19,040NewHolders