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

Founders Financial Securities’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	$2.19M	Hold	118,730	–	–	0.12%	167
2025 Q4	$2.28M	Hold	118,730	–	–	0.13%	148
2025 Q3	$2.29M	Buy	118,730 +7,425	+7%	+$138K	0.16%	133
2025 Q2	$2.03M	Buy	111,305 +14,575	+15%	+$242K	0.15%	127
2025 Q1	$1.53M	Buy	96,730 +9,480	+11%	+$166K	0.13%	151
2024 Q4	$1.55M	Buy	87,250 +34,200	+64%	+$610K	0.14%	129
2024 Q3	$920K	Buy	53,050 +27,055	+104%	+$456K	0.08%	194
2024 Q2	$438K	Buy	+25,995	New	+$422K	0.04%	301

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 Securities's CSQ Position: Q1 2026 in Review

Founders Financial Securities held its Calamos Strategic Total Return Fund (CSQ) position steady in Q1 2026 at 118,730 shares worth $2.19M. The position accounts for 0.12% of the portfolio, ranked #167.

Founders Financial Securities first reported a position in CSQ in Q2 2024 and has held it in 8 quarters since. The position peaked at $2.29M in Q3 2025. 217 funds tracked by Wall St. Rank hold CSQ as of Q1 2026.

Founders Financial Securities held 118,730 shares of Calamos Strategic Total Return Fund worth $2.19M as of Q1 2026.
Founders Financial Securities left its Calamos Strategic Total Return Fund share count unchanged in Q1 2026.
Calamos Strategic Total Return Fund made up 0.12% of Founders Financial Securities's portfolio in Q1 2026, its #167 holding.
Founders Financial Securities first reported a position in Calamos Strategic Total Return Fund in Q2 2024 and has held it in 8 quarters since.
Founders Financial Securities's Calamos Strategic Total Return Fund position peaked at $2.29M in Q3 2025.
217 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.