CSQETF / FundCALAMOS STRATEGIC TOTAL RETURN FUND
Verdicts genuinely change. Free email alert the moment CSQ's does — no target price to set, unlike a price alert.
Whether this fund clears the published standards, and the filings behind that answer. The screen runs first and nothing on the trading side can override it.
Structure, momentum, positioning and levels. Separate from the Sharia verdict above, which this side never overrides.
CALAMOS STRATEGIC TOTAL RETURN FUND
822 holdings · as of 2026-07-31 (3.3 months ago) The fund may have traded since. SEC Form N-PORT is filed quarterly and lags the period it covers, so these are the most recent holdings on file, not the fund’s holdings today.
This fund holds short positions, so exposure is counted gross — long and short both count as exposure rather than netting off, and the weights below therefore sum to 137% of net assets rather than 100%. Shares of the portfolio are shown as shares of that gross exposure.
NON-COMPLIANT 32.95% of portfolio weight is in non-compliant holdings, over the 5% threshold.
822 holdings, 379 matched (86% of weight). Portfolio as of 2026-07-31, filed 2026-09-29. Source: SEC Form N-PORT.
2.11% of this portfolio’s income is non-permissible — weighted across holdings, computed over 81% of portfolio weight (316 of 822 holdings). The common approach purifies that proportion of income received — dividends — not of the position’s value. We report the ratio; what to do with it is a question for your own scholar.
44.7% compliant 16.7% questionable 24.1% non-compliant 14.5% unscreened
All holdings (822) · showing 251–500
| Holding | Status | Weight | Every methodology, and the debt ratio behind it |
|---|---|---|---|
| SIRIUS XM RADIO LLC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| C CITIGROUP INC | NON_COMPLIANT | 0.04% | AAOIFI159.2% Usmani13.8% Dow Jones Islamic214.6% S&P Shariah251.0% MSCI Islamic13.8% MSCI Islamic M-Series251.0% FTSE Shariah13.8% |
| TRANSDIGM INC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| CRBG COREBRIDGE FINANCIAL INC | NON_COMPLIANT | 0.04% | AAOIFI8.3% Usmani0.3% Dow Jones Islamic8.0% S&P Shariah8.2% MSCI Islamic0.3% MSCI Islamic M-Series8.2% FTSE Shariah0.3% |
| SLGN SILGAN HOLDINGS INC | NON_COMPLIANT | 0.04% | AAOIFI111.4% Usmani50.5% Dow Jones Islamic99.0% S&P Shariah101.1% MSCI Islamic50.5% MSCI Islamic M-Series101.1% FTSE Shariah50.5% |
| EMRLD Borrower LP | UNSCREENED | 0.04% | no in-house ratios for this holding |
| EPC EDGEWELL PERSONAL CARE | NON_COMPLIANT | 0.04% | AAOIFI93.6% Usmani35.2% Dow Jones Islamic103.2% S&P Shariah89.1% MSCI Islamic35.2% MSCI Islamic M-Series89.1% FTSE Shariah35.2% |
| KBR KBR INC | NON_COMPLIANT | 0.04% | AAOIFI60.3% Usmani42.0% Dow Jones Islamic46.0% S&P Shariah41.9% MSCI Islamic42.0% MSCI Islamic M-Series41.9% FTSE Shariah38.3% |
| UNITED WHOLESALE MTGE LL | UNSCREENED | 0.04% | no in-house ratios for this holding |
| PAR PETROLEUM LLC | UNSCREENED | 0.04% | no in-house ratios for this holding |
| DVA DAVITA INC | NON_COMPLIANT | 0.04% | AAOIFI119.4% Usmani75.7% Dow Jones Islamic119.5% S&P Shariah122.0% MSCI Islamic75.7% MSCI Islamic M-Series122.0% FTSE Shariah60.9% |
| ENR ENERGIZER HOLDINGS INC | NON_COMPLIANT | 0.04% | AAOIFI233.9% Usmani76.2% Dow Jones Islamic205.2% S&P Shariah194.6% MSCI Islamic76.1% MSCI Islamic M-Series194.6% FTSE Shariah74.0% |
| ECHO ECHOSTAR CORP | NON_COMPLIANT | 0.04% | AAOIFI70.1% Usmani44.9% Dow Jones Islamic89.9% S&P Shariah120.2% MSCI Islamic44.6% MSCI Islamic M-Series120.2% FTSE Shariah44.2% |
| iHeartCommunications Inc | UNSCREENED | 0.04% | no in-house ratios for this holding |
| DVA DAVITA INC | NON_COMPLIANT | 0.04% | AAOIFI119.4% Usmani75.7% Dow Jones Islamic119.5% S&P Shariah122.0% MSCI Islamic75.7% MSCI Islamic M-Series122.0% FTSE Shariah60.9% |
| ACCO ACCO BRANDS CORP | NON_COMPLIANT | 0.04% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| OII OCEANEERING INTL INC | NON_COMPLIANT | 0.04% | AAOIFI18.9% Usmani30.6% Dow Jones Islamic27.5% S&P Shariah29.7% MSCI Islamic30.6% MSCI Islamic M-Series29.7% FTSE Shariah18.2% |
| BMRN BIOMARIN PHARMACEUTICAL | NON_COMPLIANT | 0.04% | AAOIFI— Usmani— Dow Jones Islamic— S&P Shariah— MSCI Islamic— MSCI Islamic M-Series— FTSE Shariah— |
| CENT CENTRAL GARDEN & PET CO | NON_COMPLIANT | 0.04% | AAOIFI60.7% Usmani37.2% Dow Jones Islamic61.0% S&P Shariah60.1% MSCI Islamic37.2% MSCI Islamic M-Series60.1% FTSE Shariah31.5% |
| KEHE DIST/FIN / NEXTWAVE | UNSCREENED | 0.04% | no in-house ratios for this holding |
| SM SM ENERGY CO | NON_COMPLIANT | 0.04% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| JW ALUMINUM CONT CAST CO | UNSCREENED | 0.04% | no in-house ratios for this holding |
| ALLEGIANT TRAVEL CO | UNSCREENED | 0.04% | no in-house ratios for this holding |
| Enterprise Products Partners LP | UNSCREENED | 0.04% | no in-house ratios for this holding |
| SIX FLAGS/CAN WON/MILLEN | UNSCREENED | 0.04% | no in-house ratios for this holding |
| F FORD MOTOR COMPANY | NON_COMPLIANT | 0.04% | AAOIFI4.1% Usmani1.2% Dow Jones Islamic5.7% S&P Shariah5.9% MSCI Islamic0.8% MSCI Islamic M-Series5.9% FTSE Shariah0.0% |
| Jupiter Borrower Inc | UNSCREENED | 0.04% | no in-house ratios for this holding |
| DORM DORMAN PRODUCTS INC | COMPLIANT | 0.04% | AAOIFI13.6% Usmani21.1% Dow Jones Islamic13.6% S&P Shariah15.1% MSCI Islamic21.1% MSCI Islamic M-Series15.1% FTSE Shariah17.6% |
| TTMI TTM TECHNOLOGIES INC | COMPLIANT | 0.04% | AAOIFI8.2% Usmani25.0% Dow Jones Islamic15.5% S&P Shariah20.8% MSCI Islamic24.6% MSCI Islamic M-Series20.8% FTSE Shariah22.0% |
| Options Clearing Corp. | UNSCREENED | 0.04% | no in-house ratios for this holding |
| VENTURE GLOBAL PLAQUE | UNSCREENED | 0.04% | no in-house ratios for this holding |
| PENN PENN ENTERTAINMENT INC | NON_COMPLIANT | 0.04% | AAOIFI294.9% Usmani62.1% Dow Jones Islamic263.4% S&P Shariah245.6% MSCI Islamic47.5% MSCI Islamic M-Series245.6% FTSE Shariah19.7% |
| STONEPEAK NILE PARENT | UNSCREENED | 0.04% | no in-house ratios for this holding |
| Mckesson Medical-Surgical Top Holdings Inc. | UNSCREENED | 0.03% | no in-house ratios for this holding |
| AZORRA FINANCE | UNSCREENED | 0.03% | no in-house ratios for this holding |
| STONEBRIAR ABF LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| COREWEAVE FINANCING DDTL V LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| Options Clearing Corp. | UNSCREENED | 0.03% | no in-house ratios for this holding |
| OPAL BIDCO SAS | UNSCREENED | 0.03% | no in-house ratios for this holding |
| STL HOLDING CO LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| WS WORTHINGTON STEEL INC | NON_COMPLIANT | 0.03% | AAOIFI19.7% Usmani15.7% Dow Jones Islamic20.5% S&P Shariah21.1% MSCI Islamic15.4% MSCI Islamic M-Series21.1% FTSE Shariah11.4% |
| HOWARD MIDSTREAM ENERGY | UNSCREENED | 0.03% | no in-house ratios for this holding |
| VOYAGER PARENT LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| CDE COEUR MINING INC | COMPLIANT | 0.03% | AAOIFI0.1% Usmani0.1% Dow Jones Islamic0.1% S&P Shariah0.1% MSCI Islamic0.1% MSCI Islamic M-Series0.1% FTSE Shariah0.0% |
| KNF KNIFE RIVER CORP | NON_COMPLIANT | 0.03% | AAOIFI47.9% Usmani39.9% Dow Jones Islamic34.9% S&P Shariah37.4% MSCI Islamic39.9% MSCI Islamic M-Series37.4% FTSE Shariah38.7% |
| CENGAGE LEARNING INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| Quikrete Holdings Inc | UNSCREENED | 0.03% | no in-house ratios for this holding |
| XHR LP | UNSCREENED | 0.03% | no in-house ratios for this holding |
| LINDBLAD EXPEDITIONS LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| DUK DUKE ENERGY CORP | NON_COMPLIANT | 0.03% | AAOIFI95.1% Usmani45.3% Dow Jones Islamic98.9% S&P Shariah107.5% MSCI Islamic45.0% MSCI Islamic M-Series107.5% FTSE Shariah44.4% |
| MAGNOLIA OIL GAS/MAG FIN | UNSCREENED | 0.03% | no in-house ratios for this holding |
| ZF NA CAPITAL | UNSCREENED | 0.03% | no in-house ratios for this holding |
| DISCOVERY GLOBAL HOLDINGS INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| FIRST CITIZENS BANCSHARE | UNSCREENED | 0.03% | no in-house ratios for this holding |
| CENX CENTURY ALUMINUM COMPANY | COMPLIANT | 0.03% | AAOIFI10.4% Usmani16.7% Dow Jones Islamic15.7% S&P Shariah19.8% MSCI Islamic16.7% MSCI Islamic M-Series19.8% FTSE Shariah16.7% |
| CCO HLDGS LLC/CAP CORP | UNSCREENED | 0.03% | no in-house ratios for this holding |
| WEATHERFORD INTERNATIONA | UNSCREENED | 0.03% | no in-house ratios for this holding |
| QUIKRETE HOLDINGS INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| LIFE TIME INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| ONEMAIN FINANCE CORP | UNSCREENED | 0.03% | no in-house ratios for this holding |
| AVIENT CORP | UNSCREENED | 0.03% | no in-house ratios for this holding |
| ASCENT RESOURCES/ARU FIN | UNSCREENED | 0.03% | no in-house ratios for this holding |
| TALLGRASS NRG PRTNR/FIN | UNSCREENED | 0.03% | no in-house ratios for this holding |
| RIVERS ENTERPRISE | UNSCREENED | 0.03% | no in-house ratios for this holding |
| Chamberlain Group Inc | UNSCREENED | 0.03% | no in-house ratios for this holding |
| RIVERS ENT BORROWER LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| TEX TEREX CORP | NON_COMPLIANT | 0.03% | AAOIFI37.4% Usmani26.0% Dow Jones Islamic61.8% S&P Shariah65.1% MSCI Islamic26.0% MSCI Islamic M-Series65.1% FTSE Shariah26.0% |
| CENTURY COMMUNITIES | UNSCREENED | 0.03% | no in-house ratios for this holding |
| ZBRA ZEBRA TECHNOLOGIES CORP | COMPLIANT | 0.03% | AAOIFI21.5% Usmani34.3% Dow Jones Islamic19.7% S&P Shariah20.1% MSCI Islamic34.3% MSCI Islamic M-Series20.1% FTSE Shariah32.0% |
| SUN SUNOCO LP | NON_COMPLIANT | 0.03% | AAOIFI104.9% Usmani51.6% Dow Jones Islamic133.3% S&P Shariah140.0% MSCI Islamic49.6% MSCI Islamic M-Series140.0% FTSE Shariah44.5% |
| JEFFERIES FIN LLC / JFIN | UNSCREENED | 0.03% | no in-house ratios for this holding |
| STWD STARWOOD PROPERTY TRUST | NON_COMPLIANT | 0.03% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| ALLIANT HOLD / CO-ISSUER | UNSCREENED | 0.03% | no in-house ratios for this holding |
| PERFORMANCE FOOD GROUP I | UNSCREENED | 0.03% | no in-house ratios for this holding |
| CNX CNX RESOURCES CORP | NON_COMPLIANT | 0.03% | AAOIFI42.4% Usmani26.0% Dow Jones Islamic47.9% S&P Shariah52.8% MSCI Islamic25.7% MSCI Islamic M-Series52.8% FTSE Shariah24.3% |
| POST POST HOLDINGS INC | NON_COMPLIANT | 0.03% | AAOIFI205.1% Usmani59.4% Dow Jones Islamic136.3% S&P Shariah133.6% MSCI Islamic59.4% MSCI Islamic M-Series133.6% FTSE Shariah59.4% |
| MTDR MATADOR RESOURCES CO | NON_COMPLIANT | 0.03% | AAOIFI57.6% Usmani31.2% Dow Jones Islamic69.1% S&P Shariah66.4% MSCI Islamic31.2% MSCI Islamic M-Series66.4% FTSE Shariah31.2% |
| LEVEL 3 FINANCING INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| UNITI GROUP/CSL CAPITAL | UNSCREENED | 0.03% | no in-house ratios for this holding |
| Blackfin Pipeline LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| TEAM HEALTH HOLDINGS INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| Beach Acquisition Bidco LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| American Axle and Manufacturing, Inc. | UNSCREENED | 0.03% | no in-house ratios for this holding |
| Weber-Stephen Products LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| WFC WELLS FARGO & COMPANY | NON_COMPLIANT | 0.03% | AAOIFI80.2% Usmani9.1% Dow Jones Islamic84.8% S&P Shariah93.9% MSCI Islamic9.1% MSCI Islamic M-Series93.9% FTSE Shariah9.1% |
| VOC ESCROW LTD | UNSCREENED | 0.03% | no in-house ratios for this holding |
| Osaic Holdings, Inc. | UNSCREENED | 0.03% | no in-house ratios for this holding |
| Life Time Fitness Inc | UNSCREENED | 0.03% | no in-house ratios for this holding |
| Dragon Buyer, Inc | UNSCREENED | 0.03% | no in-house ratios for this holding |
| CREDIT ACCEPTANC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| CCO HLDGS LLC/CAP CORP | UNSCREENED | 0.03% | no in-house ratios for this holding |
| BLACKSTONE MORTGAGE TR | UNSCREENED | 0.03% | no in-house ratios for this holding |
| ONEMAIN FINANCE CORP | UNSCREENED | 0.03% | no in-house ratios for this holding |
| ELECTRONIC ARTS INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| BRANDYWINE OPER PARTNERS | UNSCREENED | 0.03% | no in-house ratios for this holding |
| Padagis LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| TGNR INTERMEDIATE HOLDIN | UNSCREENED | 0.03% | no in-house ratios for this holding |
| JEFFERIES FIN LLC / JFIN | UNSCREENED | 0.03% | no in-house ratios for this holding |
| SOLSTICE ADVANCED MATERI | UNSCREENED | 0.03% | no in-house ratios for this holding |
| NISSAN MOTOR ACCEPTANCE | UNSCREENED | 0.03% | no in-house ratios for this holding |
| ETR ENTERGY CORP | NON_COMPLIANT | 0.03% | AAOIFI65.8% Usmani43.6% Dow Jones Islamic83.2% S&P Shariah99.2% MSCI Islamic43.5% MSCI Islamic M-Series99.2% FTSE Shariah43.1% |
| Windsor Holdings III LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| QWEST CORP | UNSCREENED | 0.03% | no in-house ratios for this holding |
| CROSSCOUNTRY INTER | UNSCREENED | 0.03% | no in-house ratios for this holding |
| SINCLAIR TELEVISION GROU | UNSCREENED | 0.03% | no in-house ratios for this holding |
| CCO HLDGS LLC/CAP CORP | UNSCREENED | 0.03% | no in-house ratios for this holding |
| PARK INTERMED HOLDINGS | UNSCREENED | 0.03% | no in-house ratios for this holding |
| SUN SUNOCO LP | NON_COMPLIANT | 0.03% | AAOIFI104.9% Usmani51.6% Dow Jones Islamic133.3% S&P Shariah140.0% MSCI Islamic49.6% MSCI Islamic M-Series140.0% FTSE Shariah44.5% |
| MI Windows and Doors LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| CCO HLDGS LLC/CAP CORP | UNSCREENED | 0.03% | no in-house ratios for this holding |
| MGM MGM RESORTS INTL | NON_COMPLIANT | 0.03% | AAOIFI288.8% Usmani75.7% Dow Jones Islamic297.5% S&P Shariah266.6% MSCI Islamic75.2% MSCI Islamic M-Series266.6% FTSE Shariah15.2% |
| SIX FLAGS ENTERTAINME | UNSCREENED | 0.03% | no in-house ratios for this holding |
| AVIS BUDGET CAR/FINANCE | UNSCREENED | 0.03% | no in-house ratios for this holding |
| CELANESE US HOLDINGS LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| CONTINENTAL RESOURCES | UNSCREENED | 0.03% | no in-house ratios for this holding |
| ARCHROCK SERVICES/PARTNE | UNSCREENED | 0.03% | no in-house ratios for this holding |
| FLUTTER TREASURY DAC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| LIGHT & WONDER INTL INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| Rocket Software Inc | UNSCREENED | 0.03% | no in-house ratios for this holding |
| Virgin Media Bristol LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| CSC HOLDINGS LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| ET ENERGY TRANSFER LP | NON_COMPLIANT | 0.03% | AAOIFI94.8% Usmani47.4% Dow Jones Islamic120.8% S&P Shariah134.5% MSCI Islamic47.4% MSCI Islamic M-Series134.5% FTSE Shariah46.2% |
| ALBERTSONS COS/SAFEWAY | UNSCREENED | 0.03% | no in-house ratios for this holding |
| NOVELIS CORP | UNSCREENED | 0.03% | no in-house ratios for this holding |
| BATH & BODY WORKS INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| ELAN Elanco Animal Health Incorporated | NON_COMPLIANT | 0.03% | AAOIFI31.2% Usmani27.5% Dow Jones Islamic41.7% S&P Shariah45.2% MSCI Islamic27.5% MSCI Islamic M-Series45.2% FTSE Shariah27.5% |
| MACY'S RETAIL HLDGS LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| GSY.TO GOEASY LTD | NON_COMPLIANT | 0.03% | AAOIFI684.3% Usmani81.4% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic80.3% MSCI Islamic M-Seriesfail FTSE Shariah80.3% |
| VZ VERIZON COMMUNICATIONS | NON_COMPLIANT | 0.03% | AAOIFI98.4% Usmani45.9% Dow Jones Islamic109.0% S&P Shariah116.8% MSCI Islamic45.9% MSCI Islamic M-Series116.8% FTSE Shariah40.3% |
| WOLF Wolfspeed Inc | NON_COMPLIANT | 0.03% | AAOIFI145.1% Usmani59.8% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic59.7% MSCI Islamic M-Seriesfail FTSE Shariah56.2% |
| ASURION LLC/ASURION CO | UNSCREENED | 0.03% | no in-house ratios for this holding |
| NI NISOURCE INC | NON_COMPLIANT | 0.03% | AAOIFI82.1% Usmani43.4% Dow Jones Islamic85.6% S&P Shariah99.5% MSCI Islamic43.4% MSCI Islamic M-Series99.5% FTSE Shariah43.4% |
| PSX PHILLIPS 66 CO | COMPLIANT | 0.03% | AAOIFI20.2% Usmani25.1% Dow Jones Islamic36.5% S&P Shariah37.1% MSCI Islamic25.1% MSCI Islamic M-Series37.1% FTSE Shariah25.1% |
| CCO HLDGS LLC/CAP CORP | UNSCREENED | 0.03% | no in-house ratios for this holding |
| T.TO TELUS CORP | NON_COMPLIANT | 0.03% | AAOIFI160.4% Usmani52.8% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic52.8% MSCI Islamic M-Seriesfail FTSE Shariah52.8% |
| BURFORD CAPITAL GLBL FIN | UNSCREENED | 0.03% | no in-house ratios for this holding |
| ADIENT GLOBAL HOLDINGS | UNSCREENED | 0.03% | no in-house ratios for this holding |
| UBER Uber Technologies Inc | COMPLIANT | 0.03% | AAOIFI9.5% Usmani22.4% Dow Jones Islamic8.9% S&P Shariah9.6% MSCI Islamic22.4% MSCI Islamic M-Series9.6% FTSE Shariah19.3% |
| EVRG EVERGY INC | NON_COMPLIANT | 0.03% | AAOIFI72.2% Usmani39.7% Dow Jones Islamic84.2% S&P Shariah94.4% MSCI Islamic39.4% MSCI Islamic M-Series94.4% FTSE Shariah39.2% |
| FARM CREDIT BK OF TEXAS | UNSCREENED | 0.03% | no in-house ratios for this holding |
| POST POST HOLDINGS INC | NON_COMPLIANT | 0.03% | AAOIFI205.1% Usmani59.4% Dow Jones Islamic136.3% S&P Shariah133.6% MSCI Islamic59.4% MSCI Islamic M-Series133.6% FTSE Shariah59.4% |
| VZ VERIZON COMMUNICATIONS | NON_COMPLIANT | 0.03% | AAOIFI98.4% Usmani45.9% Dow Jones Islamic109.0% S&P Shariah116.8% MSCI Islamic45.9% MSCI Islamic M-Series116.8% FTSE Shariah40.3% |
| PRESTIGE BRANDS INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| WHIRLPOOL CORP | UNSCREENED | 0.03% | no in-house ratios for this holding |
| AERCAP IRELAND CAP/GLOBA | UNSCREENED | 0.03% | no in-house ratios for this holding |
| CC CHEMOURS CO | NON_COMPLIANT | 0.03% | AAOIFI189.6% Usmani57.6% Dow Jones Islamic171.4% S&P Shariah148.1% MSCI Islamic57.6% MSCI Islamic M-Series148.1% FTSE Shariah54.2% |
| PATK PATRICK INDUSTRIES INC | NON_COMPLIANT | 0.03% | AAOIFI62.1% Usmani51.4% Dow Jones Islamic51.9% S&P Shariah58.1% MSCI Islamic51.4% MSCI Islamic M-Series58.1% FTSE Shariah44.2% |
| ASHTON WOODS USA/FINANCE | UNSCREENED | 0.03% | no in-house ratios for this holding |
| ASURION LLC/ASURION CO | UNSCREENED | 0.03% | no in-house ratios for this holding |
| FERTITTA ENTERTAINMENT | UNSCREENED | 0.03% | no in-house ratios for this holding |
| BOND US BIDCO 1/2/3/G1/2 | UNSCREENED | 0.03% | no in-house ratios for this holding |
| Clarios Global LP | UNSCREENED | 0.03% | no in-house ratios for this holding |
| GO DADDY OPCO/FINCO | UNSCREENED | 0.03% | no in-house ratios for this holding |
| ASCENT RESOURCES/ARU FIN | UNSCREENED | 0.03% | no in-house ratios for this holding |
| ACRISURE LLC / FIN INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| VENTURE GLOBAL PLAQUE | UNSCREENED | 0.03% | no in-house ratios for this holding |
| HUB INTERNATIONAL LTD | UNSCREENED | 0.03% | no in-house ratios for this holding |
| 1261229 BC LTD | UNSCREENED | 0.03% | no in-house ratios for this holding |
| ACPRODUCTS INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| SVC ABS LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| ENB.TO ENBRIDGE INC | NON_COMPLIANT | 0.03% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| Camelot US Acquisition LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| MOHEGAN TRIBAL / MS DIG | UNSCREENED | 0.03% | no in-house ratios for this holding |
| CRESCENT ENERGY FINANCE | UNSCREENED | 0.03% | no in-house ratios for this holding |
| BUCKEYE PARTNERS LP | UNSCREENED | 0.03% | no in-house ratios for this holding |
| GENESIS ENERGY LP/FIN | UNSCREENED | 0.03% | no in-house ratios for this holding |
| CACI INTERNATIONAL INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| WASTE PRO USA INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| HUB INTERNATIONAL LTD | UNSCREENED | 0.03% | no in-house ratios for this holding |
| STINGRAY COMPUTE | UNSCREENED | 0.03% | no in-house ratios for this holding |
| BROOKFIELD PPTY REIT INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| SS&C Technologies Inc | UNSCREENED | 0.03% | no in-house ratios for this holding |
| RKT ROCKET COS INC | NON_COMPLIANT | 0.03% | AAOIFI27.1% Usmani17.7% Dow Jones Islamic24.8% S&P Shariah26.9% MSCI Islamic17.7% MSCI Islamic M-Series26.9% FTSE Shariah17.7% |
| APLD COMPUTECO 3 LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| HILCORP ENERGY I/HILCORP | UNSCREENED | 0.03% | no in-house ratios for this holding |
| SWORD PURCHASER LLC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| TRANSDIGM INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| HILCORP ENERGY I/HILCORP | UNSCREENED | 0.03% | no in-house ratios for this holding |
| STANDARD BUILDING SOLUTI | UNSCREENED | 0.03% | no in-house ratios for this holding |
| AMERICAN AXLE & MFG INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| EQPT EQUIPMENTSHARE.COM INC | NON_COMPLIANT | 0.03% | AAOIFI89.5% Usmani65.0% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic62.0% MSCI Islamic M-Seriesfail FTSE Shariah51.1% |
| THC TENET HEALTHCARE CORP | NON_COMPLIANT | 0.03% | AAOIFI63.5% Usmani43.2% Dow Jones Islamic83.2% S&P Shariah95.3% MSCI Islamic43.2% MSCI Islamic M-Series95.3% FTSE Shariah43.2% |
| ACRISURE LLC / FIN INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| AMYNTA AGENCY BORROWER INC | UNSCREENED | 0.03% | no in-house ratios for this holding |
| SEADRILL FINANCE LTD | UNSCREENED | 0.02% | no in-house ratios for this holding |
| HUGHES SATELLITE SYSTEMS | UNSCREENED | 0.02% | no in-house ratios for this holding |
| UNITED RENTALS NORTH AM | UNSCREENED | 0.02% | no in-house ratios for this holding |
| STAPLES INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| PR RNO PROPERTY OWNER 1 | UNSCREENED | 0.02% | no in-house ratios for this holding |
| ET ENERGY TRANSFER LP | NON_COMPLIANT | 0.02% | AAOIFI94.8% Usmani47.4% Dow Jones Islamic120.8% S&P Shariah134.5% MSCI Islamic47.4% MSCI Islamic M-Series134.5% FTSE Shariah46.2% |
| SIX FLAGS/CANADA WON | UNSCREENED | 0.02% | no in-house ratios for this holding |
| AMER AIRLINE 21-1B PTT | UNSCREENED | 0.02% | no in-house ratios for this holding |
| JETBLUE 2020-1 CLASS B | UNSCREENED | 0.02% | no in-house ratios for this holding |
| ON ON SEMICONDUCTOR CORP | COMPLIANT | 0.02% | AAOIFI16.9% Usmani34.9% Dow Jones Islamic18.0% S&P Shariah16.5% MSCI Islamic34.7% MSCI Islamic M-Series16.5% FTSE Shariah33.1% |
| ROGERS COMMUNICATIONS IN | UNSCREENED | 0.02% | no in-house ratios for this holding |
| COHR Coherent Corp | COMPLIANT | 0.02% | AAOIFI6.0% Usmani19.3% Dow Jones Islamic12.1% S&P Shariah15.9% MSCI Islamic19.3% MSCI Islamic M-Series15.9% FTSE Shariah17.6% |
| PTON PELOTON INTERACTIVE INC | NON_COMPLIANT | 0.02% | AAOIFI73.9% Usmani85.1% Dow Jones Islamic61.8% S&P Shariah68.9% MSCI Islamic85.1% MSCI Islamic M-Series68.9% FTSE Shariah65.2% |
| AMC GLOBAL MEDIA INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| CREDIT ACCEPTANC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| ALLY ALLY FINANCIAL INC | NON_COMPLIANT | 0.02% | AAOIFI128.2% Usmani8.5% Dow Jones Islamic145.1% S&P Shariah153.2% MSCI Islamic8.5% MSCI Islamic M-Series153.2% FTSE Shariah8.5% |
| CLOUD SOFTWARE GRP LLC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| COLUMBUS MCKINNON CORPORATION | UNSCREENED | 0.02% | no in-house ratios for this holding |
| TWLO TWILIO INC | COMPLIANT | 0.02% | AAOIFI3.1% Usmani9.8% Dow Jones Islamic5.4% S&P Shariah6.4% MSCI Islamic9.8% MSCI Islamic M-Series6.4% FTSE Shariah9.2% |
| SPEEDWAY MOT/SPEEDWAY FD | UNSCREENED | 0.02% | no in-house ratios for this holding |
| ALASKA AIRLINES 2020 TR | UNSCREENED | 0.02% | no in-house ratios for this holding |
| PIONEER OPCO LLC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| GS GOLDMAN SACHS GROUP INC | NON_COMPLIANT | 0.02% | AAOIFI147.5% Usmani20.6% Dow Jones Islamic194.6% S&P Shariah229.2% MSCI Islamic20.6% MSCI Islamic M-Series229.2% FTSE Shariah20.6% |
| ET ENERGY TRANSFER LP | NON_COMPLIANT | 0.02% | AAOIFI94.8% Usmani47.4% Dow Jones Islamic120.8% S&P Shariah134.5% MSCI Islamic47.4% MSCI Islamic M-Series134.5% FTSE Shariah46.2% |
| ENSTAR GROUP LTD | UNSCREENED | 0.02% | no in-house ratios for this holding |
| GPI GROUP 1 AUTOMOTIVE INC | NON_COMPLIANT | 0.02% | AAOIFI107.4% Usmani35.1% Dow Jones Islamic73.5% S&P Shariah78.9% MSCI Islamic35.1% MSCI Islamic M-Series78.9% FTSE Shariah32.8% |
| GVA GRANITE CONSTRUCTION INC | COMPLIANT | 0.02% | AAOIFI33.2% Usmani36.3% Dow Jones Islamic37.9% S&P Shariah45.5% MSCI Islamic36.3% MSCI Islamic M-Series45.5% FTSE Shariah32.6% |
| GLOBAL NET LEASE/GLOBAL | UNSCREENED | 0.02% | no in-house ratios for this holding |
| TAYLOR MORRISON COMM | UNSCREENED | 0.02% | no in-house ratios for this holding |
| REINSURANCE GRP OF AMER | UNSCREENED | 0.02% | no in-house ratios for this holding |
| EQPT EQUIPMENTSHARE.COM INC | NON_COMPLIANT | 0.02% | AAOIFI89.5% Usmani65.0% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic62.0% MSCI Islamic M-Seriesfail FTSE Shariah51.1% |
| CNP CENTERPOINT ENERGY INC | NON_COMPLIANT | 0.02% | AAOIFI86.5% Usmani47.1% Dow Jones Islamic92.6% S&P Shariah102.9% MSCI Islamic47.1% MSCI Islamic M-Series102.9% FTSE Shariah47.0% |
| ENSTAR GROUP LTD | UNSCREENED | 0.02% | no in-house ratios for this holding |
| AMER AIRLINE 26-1B PTT | UNSCREENED | 0.02% | no in-house ratios for this holding |
| ENB.TO ENBRIDGE INC | NON_COMPLIANT | 0.02% | AAOIFIfail Usmanifail Dow Jones Islamicfail S&P Shariahfail MSCI Islamicfail MSCI Islamic M-Seriesfail FTSE Shariahfail |
| GLOBAL NET LEASE INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| CHS/COMMUNITY HEALTH SYS | UNSCREENED | 0.02% | no in-house ratios for this holding |
| PETSMART LLC/PETSMART FI | UNSCREENED | 0.02% | no in-house ratios for this holding |
| MACY'S RETAIL HLDGS LLC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| BRITISH AIR 21-1 B PTT | UNSCREENED | 0.02% | no in-house ratios for this holding |
| CCO HLDGS LLC/CAP CORP | UNSCREENED | 0.02% | no in-house ratios for this holding |
| GRAPHIC PACKAGING INTERN | UNSCREENED | 0.02% | no in-house ratios for this holding |
| ES EVERSOURCE ENERGY | NON_COMPLIANT | 0.02% | AAOIFI108.8% Usmani45.9% Dow Jones Islamic122.9% S&P Shariah132.3% MSCI Islamic45.9% MSCI Islamic M-Series132.3% FTSE Shariah45.9% |
| MHO M/I HOMES INC | COMPLIANT | 0.02% | AAOIFI0.0% Usmani0.0% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.0% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| GSY.TO GOEASY LTD | NON_COMPLIANT | 0.02% | AAOIFI684.3% Usmani81.4% Dow Jones Islamicfail S&P Shariahfail MSCI Islamic80.3% MSCI Islamic M-Seriesfail FTSE Shariah80.3% |
| PARA PARAMOUNT GLOBAL | NON_COMPLIANT | 0.02% | AAOIFI1.7% Usmani0.1% Dow Jones Islamic0.0% S&P Shariah0.0% MSCI Islamic0.1% MSCI Islamic M-Series0.0% FTSE Shariah0.0% |
| VSAT ViaSat Inc | NON_COMPLIANT | 0.02% | AAOIFI66.2% Usmani45.8% Dow Jones Islamic158.7% S&P Shariah186.6% MSCI Islamic45.8% MSCI Islamic M-Series186.6% FTSE Shariah42.6% |
| TRANSCANADA PIPELINES | UNSCREENED | 0.02% | no in-house ratios for this holding |
| EMERA US FINANCE LLC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| UNITED NATURAL FOODS INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| PENN PENN ENTERTAINMENT INC | NON_COMPLIANT | 0.02% | AAOIFI294.9% Usmani62.1% Dow Jones Islamic263.4% S&P Shariah245.6% MSCI Islamic47.5% MSCI Islamic M-Series245.6% FTSE Shariah19.7% |
| TRIP TripAdvisor Inc | NON_COMPLIANT | 0.02% | AAOIFI78.5% Usmani35.3% Dow Jones Islamic79.4% S&P Shariah119.1% MSCI Islamic33.8% MSCI Islamic M-Series119.1% FTSE Shariah32.6% |
| BEACH ACQUISITION BIDCO | UNSCREENED | 0.02% | no in-house ratios for this holding |
| LUMN LUMEN TECHNOLOGIES INC | NON_COMPLIANT | 0.02% | AAOIFI193.3% Usmani43.8% Dow Jones Islamic204.7% S&P Shariah270.5% MSCI Islamic43.8% MSCI Islamic M-Series270.5% FTSE Shariah42.9% |
| Broadstreet Partners Inc | UNSCREENED | 0.02% | no in-house ratios for this holding |
| CLEAR CHANNEL OUTDOOR HO | UNSCREENED | 0.02% | no in-house ratios for this holding |
| AERCAP IRELAND CAP/GLOBA | UNSCREENED | 0.02% | no in-house ratios for this holding |
| Cushman & Wakefield U.S. Borrower, LLC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| WILLIAMS SCOTSMAN INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| CAESARS ENTERTAIN INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| EMBC EMBECTA CORP | NON_COMPLIANT | 0.02% | AAOIFI467.7% Usmani118.7% Dow Jones Islamic228.0% S&P Shariah214.9% MSCI Islamic116.2% MSCI Islamic M-Series214.9% FTSE Shariah115.0% |
| IQVIA INC | UNSCREENED | 0.02% | no in-house ratios for this holding |
| REINSURANCE GRP OF AMER | UNSCREENED | 0.02% | no in-house ratios for this holding |
| CZR Caesars Entertainment Inc | NON_COMPLIANT | 0.02% | AAOIFI193.4% Usmani78.3% Dow Jones Islamic192.1% S&P Shariah165.8% MSCI Islamic36.9% MSCI Islamic M-Series165.8% FTSE Shariah36.9% |
| HBAN HUNTINGTON BANCSHARES | NON_COMPLIANT | 0.02% | AAOIFI68.2% Usmani8.2% Dow Jones Islamic90.2% S&P Shariah102.6% MSCI Islamic8.2% MSCI Islamic M-Series102.6% FTSE Shariah8.2% |
| OTEX OPEN TEXT INC | NON_COMPLIANT | 0.02% | AAOIFI74.5% Usmani45.6% Dow Jones Islamic85.6% S&P Shariah78.8% MSCI Islamic45.6% MSCI Islamic M-Series78.8% FTSE Shariah44.0% |
The published standards disagree about this fund by 27 points of portfolio weight — 85.4% of it passes AAOIFI, 58.8% passes MSCI Islamic. Which number is yours depends on which standard you follow.
These bars are the financial-ratio result under each standard — debt, receivables and interest income. They do not screen what the business does, so a holding can pass every ratio here and still be questionable or non-compliant on activity. The blended verdict above accounts for both.
ratios pass on 85.4% ratios fail on 26.8% 24.5% not rated under AAOIFI
ratios pass on 70.0% ratios fail on 35.9% 30.8% not rated under Usmani
ratios pass on 85.2% ratios fail on 27.0% 24.5% not rated under Dow Jones Islamic
ratios pass on 84.7% ratios fail on 26.8% 25.2% not rated under S&P Shariah
ratios pass on 58.8% ratios fail on 40.6% 37.3% not rated under MSCI Islamic
ratios pass on 84.0% ratios fail on 28.1% 24.5% not rated under MSCI Islamic M-Series
ratios pass on 71.6% ratios fail on 34.9% 30.2% not rated under FTSE Shariah
259 of 822 listed holdings carry our own per-methodology verdicts (117% of weight). The rest hold a provider verdict with no methodology breakdown, and are counted as rated by none. Of those, 242 (114% of weight) also carry the underlying debt ratio; the rest show a verdict without the figure behind it.
| Non-compliant holding | Weight |
|---|---|
| JPM JPMorgan Chase & Co | 1.88% |
| GS Goldman Sachs Group Inc/The | 1.21% |
| MPC Marathon Petroleum Corp | 1.20% |
| C Citigroup Inc | 1.15% |
| MS Morgan Stanley | 1.11% |
| BAC Bank of America Corp | 1.06% |
| UNH UnitedHealth Group Inc | 1.05% |
| WFC Wells Fargo & Co | 0.87% |
| RTX RTX Corp | 0.77% |
| PM Philip Morris International Inc | 0.75% |
Methodology breakdown computing — it will appear here on its own.
Trade setup
Whether the technical picture shows an edge right now. Separate from the Sharia verdict, which this side never overrides.
Why this signal?
The factors behind the read, each shown with the figure it rests on, including the ones pointing the other way.
CALAMOS STRATEGIC TOTAL RETURN FUND (CSQ) is currently considered not halal (non-compliant), per our own look-through to its filed holdings. See its filed holdings and the weight breakdown below for the reasoning.
🕌 In-house Compliance Research
Computing the full ratio and business-activity breakdown for CSQ — this runs off the critical path so the page paints first. It will appear here on its own.
Pinch or scroll to zoom · drag to pan — both axes move · double-click to reset
Classic floor-trader pivots from the last completed daily bar. Highlighted pills are the levels bracketing the current price.
Price Forecast
The range is measured volatility (ATR over the horizon), not a target — a wider band means a more volatile asset, not a stronger view. The direction is the indicator tally below. Every forecast is recorded when made and scored against the real price when it comes due, including the wrong ones. Not a recommendation, and not a fatwa.
Technical Summary
Standard indicator thresholds (RSI 30/70, Stochastic 20/80, CCI ±100, Williams %R −80/−20, MACD histogram sign, price vs. average) computed on daily bars. A summary of what common indicators say — not a recommendation, and not this site's own trading verdict.
Every indicator, and what it reads
| Indicator | Value | Signal |
|---|---|---|
| RSI (14) | 35.30 | NEUTRAL |
| Stochastic %K (14) | 18.31 | BUY |
| CCI (20) | -205.87 | BUY |
| Williams %R (14) | -81.69 | BUY |
| MACD (12,26,9) | -0.08 | SELL |
| ROC (10) | -3.44 | SELL |
| Momentum (10) | -0.68 | SELL |
| EMA (10) | 19.56 | SELL |
| SMA (10) | 19.67 | SELL |
| EMA (20) | 19.80 | SELL |
| SMA (20) | 19.88 | SELL |
| EMA (30) | 19.93 | SELL |
| SMA (30) | 20.03 | SELL |
| EMA (50) | 20.04 | SELL |
| SMA (50) | 20.23 | SELL |
| EMA (100) | 19.95 | SELL |
| SMA (100) | 20.17 | SELL |
| EMA (200) | 19.26 | SELL |
| SMA (200) | 19.24 | SELL |
About CALAMOS STRATEGIC TOTAL RETURN FUND
Financial Services · Asset Management
Calamos Strategic Total Return Fund is a closed ended balanced mutual fund launched by Calamos Investments LLC. The fund is managed by Calamos Advisors LLC. It invests in the public equity and fixed income markets of the United States. The fund seeks to invest in securities of companies operating across diversified sectors. It primarily invests in common and preferred stocks of companies across all market capitalizations, convertible securities, and high yield corporate bonds with an average credit rating of BB as rated by S&P. The fund employs both fundamental and quantitative analysis with a combination of bottom-up and top-down security picking approaches to create its portfolio. Calamos Strategic Total Return Fund was formed on December 31, 2003 and is domiciled in the United States.
fundinvestor.calamos.com/ClosedEndFunds/CEFund.aspx?name=CSQ ↗
Background via Yahoo Finance — informational, not part of the verdict.
Weak — low conviction, small size or skip
SMC — Top Down
Market structure by timeframe, read from real bars. A bias per timeframe rather than a forecast — timeframes disagreeing is information, not noise.
| Timeframe | Bias | Bars |
|---|---|---|
| 📅 Daily | BEARISH | 42 |
| ⏰ 4H | BEARISH | 32 |
| 🕐 1H | BEARISH | 98 |
| ⏱ 15-Min | RANGING | 130 |
| ⏲ 5-Min | BEARISH | 234 |
Momentum & Volume
Rate of change and relative volume against this symbol's own recent history. Momentum describes what price has done; it is not a claim about what it will do.
Peer Movement
How the rest of the sector moved over the same window. Context for a price move, never a cause of one.
Peer movement computing — it will appear here on its own.
Before you act on this
The questions worth asking about any verdict on this page, answered plainly.
Is a fund screened on its name?
No. HTR reads the fund's filed holdings and screens each one, then reports the result by weight. A fund marketed as Islamic still gets the same look-through as any other.
What does unrated weight mean?
It is the share of the fund whose holdings HTR cannot cover far enough to rate. It is reported as unrated rather than counted as compliant, because a holding nobody screened should not look like one that passed.
Does the issuer's board make it compliant?
It matters, and it is noted, but it does not replace the look-through. The board's judgement and the holdings screen are shown separately so you can see when they agree and when they do not.
How often is this re-screened?
When the fund files new holdings, and on a rolling basis besides. The date on the verdict above is the last time this fund was actually recomputed.
Open research, not a fatwa. HTR applies published screening standards to filings and publishes what they say, including when they disagree. Nothing here is financial advice or a recommendation to buy or sell. Verdicts can change when new filings land.
Compare with
Same screen, different answers. Comparison is where the standards disagreeing becomes useful rather than confusing.
Peer screening computing — it will appear here on its own.
Insider Activity (90d)
Insider transactions reported in the last ninety days. Insiders sell for reasons that have nothing to do with a view, so a sale on its own is not a signal.
NEUTRAL 0 buys · 0 sells
COT Positioning — E-MINI S&P 500 - CHICAGO MERCANTILE EXCHANGE
The weekly CFTC Commitments of Traders report for the broad market it tracks, not for this symbol. Positioning context for the tape — it says nothing about this company.
NEUTRAL report date 2026-11-03 · Asset managers net 928584 (+5135)
AI Summary
Plain-language summary of the evidence already on this page — the Sharia screen, structure, momentum, and order flow above. It explains the read; it doesn't make the call. Generated on demand (a live AI call), never run automatically.