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Stock impact report

Shaker Financial Offloads $3.3 Million CSQ Shares, According to Recent SEC Filing [Yahoo! Finance]

Calamos Strategic Total Return Fund (CSQ) 
Company Research Source: Yahoo! Finance
In a filing dated January 26, 2026, with the Securities and Exchange Commission ( SEC filing ), Shaker Financial Services, LLC reported selling 171,140 shares of Calamos Strategic Total Return Fund during the fourth quarter. The estimated value of the shares sold was $3.26 million, calculated using the average unadjusted closing price for the quarter. The position's quarter-end value declined by $3.29 million, reflecting both share sales and price changes. After this sale, CSQ represents 2.0% of Shaker Financial Services, LLC's 13F reportable assets. Top five holdings post-filing: NYSE: JCE: $8,937,829 (2.8% of AUM) NYSE: RMT: $8,653,584 (2.7% of AUM) NYSE: ASG: $8,353,882 (2.6% of AUM) NYSE: ETB: $7,549,702 (2.4% of AUM) NYSE: USA: $6,926,563 (2.2% of AUM) As of January 23, 2026, shares of CSQ were priced at $19.35, up 12.17% over the past year, underperforming the S&P 500 by 0.85 percentage points. CSQ's dividend yield was 6.45% as of January 26, 2026. Metric Show less Read more
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