Dividend Harvesting Portfolio Week 260: $26,000 Allocated, $2,803.74 In Projected Dividends

The Dividend Harvesting Portfolio reached all-time highs, with a $36,274 account value and $2,803 in forward annualized dividend income, yielding 7.73%.

Seeking Alpha • Feb 23, 2026

Shaker Financial Offloads $3.3 Million CSQ Shares, According to Recent SEC Filing

Sold 171,140 shares of CSQ; estimated trade value of $3.26 million based on quarterly average pricing Quarter-end position value decreased by $3.29 million, reflecting both trading and market price movement Represents a trade value equal to 1.0% of 13F reportable assets under management Position after trade: 325,874 shares valued at $6.30 million CSQ now accounts for 2.0% of fund AUM, placing it outside the fund's top five holdings We're bullish on these 10 stocks ›

The Motley Fool • Jan 28, 2026

CSQ: Tax-Efficient Dividends That Can Continue To Grow

Calamos Strategic Total Return Fund (CSQ) remains a buy, trading at a 7.78% discount to NAV, despite strong market performance. CSQ offers a 7.6% yield with monthly distributions, backed by robust earnings that consistently outpace payouts. The portfolio blends equities and fixed income, prioritizing income stability, but relies heavily on realized gains, due to weak net investment income in high-rate environments.

Seeking Alpha • Jan 25, 2026

10 Best CEFs This Month: Average Yield Of 8.7% (January 2026)

The article presents a rigorously screened list of 10 top closed-end funds, or CEFs, for income investors, offering an average 8.7% yield and -7.5% NAV discount. Selections emphasize sector diversification, long-term outperformance, sustainable distributions, and attractive valuations, with a focus on both equity and credit-oriented CEFs. CEFs are generally characterized by higher volatility and deeper drawdowns than the broader market. For these reasons, they are not suited for everyone.

Seeking Alpha • Jan 24, 2026

3 Closed-End Fund Buys In The Month Of December 2025

We've finished off another strong year for the broader equity market, giving the S&P 500 Index its third year of double-digit gains. However, this has raised some concerns of potential overvaluation and concentration within the mega-cap tech stocks, the Magnificent 7, which have been driving most of the gains. Given that, I've been allowing my cash pile to continue to grow as I have since April 2025 and keeping some dry powder ready for a potential correction.

Seeking Alpha • Jan 15, 2026

Calamos Investments Closed-End Funds (NASDAQ: CHI, CHY, CSQ, CGO, CHW, CCD and CPZ) Announce Monthly Distributions and Required Notifications of Sources of Distribution

CSQ to Raise Monthly Distribution METRO CHICAGO, Ill. , Dec. 18, 2025 /PRNewswire/ -- Calamos Investments®* has announced monthly distributions and sources of distributions paid in 2026 to shareholders of its seven closed-end funds (the Funds) pursuant to the Funds' respective distribution plans.

PRNewsWire • Dec 18, 2025

CSQ: 6% Yielding CEF At A 7% Discount

Calamos Strategic Total Return Fund offers a diversified, high-yield portfolio with a 6% yield and a 7.7% discount to NAV. CSQ's recent distribution coverage is weak, with only 20% covered by NII and realized gains in the last six months, raising concerns. Leverage, interest rate risk and a high allocation to unrated bonds add to CSQ's risk profile despite strong long-term NAV growth.

Seeking Alpha • Nov 16, 2025

CSQ: An Excellent Hybrid Fund For The Income Investors; But Is It A Buy?

Calamos Strategic Total Return Fund offers a strong blend of income and growth, with a 6.7% yield and long-term returns matching the S&P 500. CSQ has a solid record of nearly 21 years, providing its owners with good income and capital appreciation at the same time. We believe it is a solid, diversified fund for income investors. However, the valuation is rich and the yield is somewhat lower than usual , though the discount is decent.

Seeking Alpha • Aug 31, 2025

CSQ: Attractive Valuation For This Blended CEF

I maintain my buy rating on CSQ due to its attractive 4.7% discount to NAV and strong exposure to high-quality equities. CSQ's blended strategy offers both capital appreciation and a high 6.7% yield, appealing to long-term, income-focused investors. Leverage and high interest rates pose risks to NAV and income, but the fund's diversified holdings and monthly distributions remain compelling.

Seeking Alpha • Aug 22, 2025

CSQ: Could Have Been More Multi Asset, But It Works

CSQ offers a compelling mix of income and capital growth, with active management and multi-asset diversification, making it attractive for income-focused investors. Liquidity is strong for a CEF, but investors should be mindful of bid-ask spreads and enter positions gradually to optimize discount to NAV. The fund maintains a healthy payout yield (~7.5%) without eroding NAV, supporting both income growth and capital preservation over time.

Seeking Alpha • Jun 10, 2025