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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bensler Bellevue, Washington $1.13B AUM 38.91% 1-Year Est. Return

MGAM

McGowan Group Asset Management Dallas, Texas $823M AUM 27.48% 1-Year Est. Return

Founders Financial Securities's CSQ Position: Q2 2026 in Review

Founders Financial Securities increased its Calamos Strategic Total Return Fund (CSQ) stake by 1.5% in Q2 2026, buying an estimated $35.9K and bringing the position to 120,550 shares worth $2.48M. The position accounts for 0.13% of the portfolio, ranked #158.

Founders Financial Securities first reported a position in CSQ in Q2 2024 and has held it in 9 quarters since. 221 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

Founders Financial Securities held 120,550 shares of Calamos Strategic Total Return Fund worth $2.48M as of Q2 2026.
Founders Financial Securities bought 1,820 Calamos Strategic Total Return Fund shares in Q2 2026, an estimated $35.9K.
Calamos Strategic Total Return Fund made up 0.13% of Founders Financial Securities's portfolio in Q2 2026, its #158 holding.
Founders Financial Securities first reported a position in Calamos Strategic Total Return Fund in Q2 2024 and has held it in 9 quarters since.
221 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.