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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bensler Bellevue, Washington $969M AUM 20.69% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $785M AUM 15.71% 1-Year Est. Return

Founders Financial Alliance's CSQ Position: Q1 2026 in Review

Founders Financial Alliance reduced its Calamos Strategic Total Return Fund (CSQ) stake by 24% in Q1 2026, selling an estimated $75.2K and leaving 12,567 shares worth $215K. The position accounts for 0.04% of the portfolio, ranked #374.

Founders Financial Alliance first reported a position in CSQ in Q3 2020 and has held it in 9 quarters since. The position peaked at $318K in Q3 2025. 217 funds tracked by Wall St. Rank hold CSQ as of Q1 2026.

Founders Financial Alliance held 12,567 shares of Calamos Strategic Total Return Fund worth $215K as of Q1 2026.
Founders Financial Alliance sold 4,014 Calamos Strategic Total Return Fund shares in Q1 2026, an estimated $75.2K.
Calamos Strategic Total Return Fund made up 0.04% of Founders Financial Alliance's portfolio in Q1 2026, its #374 holding.
Founders Financial Alliance first reported a position in Calamos Strategic Total Return Fund in Q3 2020 and has held it in 9 quarters since.
Founders Financial Alliance's Calamos Strategic Total Return Fund position peaked at $318K in Q3 2025.
217 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.