Founders Financial Alliance
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Founders Financial Alliance’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Founders Financial Alliance’s Portfolio CSQ Stock Details CSQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$250K Buy
12,238
+89
+0.7% +$1.84K 0.03% 346
2026
Q2 		$250K Sell
12,149
-418
-3% -$8.25K 0.03% 383
2026
Q1 		$215K Sell
12,567
-4,014
-24% -$75.2K 0.04% 374
2025
Q4 		$318K Buy
16,581
+71
+0.4% +$1.35K 0.06% 265
2025
Q3 		$318K Buy
16,510
+69
+0.4% +$1.28K 0.06% 279
2025
Q2 		$300K Buy
16,441
+1,978
+14% +$32.8K 0.07% 253
2025
Q1 		$234K Buy
14,463
+744
+5% +$13K 0.06% 304
2024
Q4 		$243K Buy
13,719
+1,117
+9% +$19.9K 0.07% 251
2024
Q3 		$219K Buy
+12,602
New +$212K 0.06% 271
2024
Q2 		– Sell
-10,089
Closed -$165K – 563
2024
Q1 		$165K Buy
+10,089
New +$158K 0.05% 282
2020
Q4 		– Sell
-7,755
Closed -$104K – 603
2020
Q3 		$104K Buy
+7,755
New +$104K 0.06% 255

Other funds holding CSQ

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bensler
Bensler Bellevue, Washington $1.06B AUM 29.38% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Smith Asset Management
Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Founders Financial Alliance's CSQ Position: Q3 2026 in Review

Founders Financial Alliance increased its Calamos Strategic Total Return Fund (CSQ) stake by 0.73% in Q3 2026, buying an estimated $1.84K and bringing the position to 12,238 shares worth $250K. The position accounts for 0.03% of the portfolio, ranked #346.

Founders Financial Alliance first reported a position in CSQ in Q3 2020 and has held it in 11 quarters since. The position peaked at $318K in Q3 2025. 129 funds tracked by Wall St. Rank hold CSQ as of Q3 2026.

  • Founders Financial Alliance held 12,238 shares of Calamos Strategic Total Return Fund worth $250K as of Q3 2026.
  • Founders Financial Alliance bought 89 Calamos Strategic Total Return Fund shares in Q3 2026, an estimated $1.84K.
  • Calamos Strategic Total Return Fund made up 0.03% of Founders Financial Alliance's portfolio in Q3 2026, its #346 holding.
  • Founders Financial Alliance first reported a position in Calamos Strategic Total Return Fund in Q3 2020 and has held it in 11 quarters since.
  • Founders Financial Alliance's Calamos Strategic Total Return Fund position peaked at $318K in Q3 2025.
  • 129 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q3 2026.

Based on Founders Financial Alliance's 13F filing for Q3 2026, filed 10 Nov 2026.