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 Q3	$2.5M	Buy	122,635 +2,085	+2%	+$43K	0.12%	161
2026 Q2	$2.48M	Buy	120,550 +1,820	+2%	+$35.9K	0.13%	158
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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Smith Asset Management Chiefland, Florida $123M AUM 1.3% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Prairie Wealth Advisors Omaha, Nebraska $465M AUM 15% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.9B AUM 12.67% 1-Year Est. Return

Aviance Capital Partners Naples, Florida $979M AUM 23.58% 1-Year Est. Return

Lake Street Private Wealth Chicago, Illinois $908M AUM 20.93% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

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

Founders Financial Securities increased its Calamos Strategic Total Return Fund (CSQ) stake by 1.7% in Q3 2026, buying an estimated $43K and bringing the position to 122,635 shares worth $2.5M. The position accounts for 0.12% of the portfolio, ranked #161.

Founders Financial Securities first reported a position in CSQ in Q2 2024 and has held it in 10 quarters since. 70 funds tracked by Wall St. Rank hold CSQ as of Q3 2026.

Founders Financial Securities held 122,635 shares of Calamos Strategic Total Return Fund worth $2.5M as of Q3 2026.
Founders Financial Securities bought 2,085 Calamos Strategic Total Return Fund shares in Q3 2026, an estimated $43K.
Calamos Strategic Total Return Fund made up 0.12% of Founders Financial Securities's portfolio in Q3 2026, its #161 holding.
Founders Financial Securities first reported a position in Calamos Strategic Total Return Fund in Q2 2024 and has held it in 10 quarters since.
70 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q3 2026.

Based on Founders Financial Securities's 13F filing for Q3 2026, filed 28 Oct 2026.