Global Retirement Partners’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Global Retirement Partners’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	$132K	Buy	+6,425	New	+$127K	﹤0.01%	1863
2025 Q4	$135K	Buy	7,006 +67	+1%	+$1.28K	﹤0.01%	1718
2025 Q3	$134K	Buy	6,939 +66	+1%	+$1.23K	﹤0.01%	1376
2025 Q2	$125K	Buy	+6,873	New	+$114K	﹤0.01%	1317
2024 Q4	$175K	Buy	9,895 +93	+0.9%	+$1.66K	0.01%	1019
2024 Q3	$170K	Sell	9,802 -202	-2%	-$3.4K	0.01%	981
2024 Q2	$168K	Buy	10,004 +5,635	+129%	+$91.4K	0.01%	956
2024 Q1	$71.5K	Buy	4,369 +11	+0.3%	+$172	﹤0.01%	1232
2023 Q4	$65.5K	Buy	4,358 +25	+0.6%	+$349	﹤0.01%	1237
2023 Q3	$59.6K	Buy	4,333 +601	+16%	+$8.85K	﹤0.01%	1187
2023 Q2	$55K	Hold	3,732	–	–	﹤0.01%	1225
2023 Q1	$50.6K	Buy	3,732 +1,458	+64%	+$20.4K	﹤0.01%	1234
2022 Q4	$30.5K	Hold	2,274	–	–	﹤0.01%	1300
2022 Q3	$31K	Hold	2,274	–	–	﹤0.01%	1191
2022 Q2	$30K	Hold	2,274	–	–	﹤0.01%	1188
2022 Q1	$32K	Buy	+2,274	New	+$39.4K	﹤0.01%	1165

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

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

Global Retirement Partners's CSQ Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Calamos Strategic Total Return Fund (CSQ) in Q2 2026: 6,425 shares worth $132K. The stake represents ﹤0.01% of the portfolio and ranks #1863 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CSQ as recently as Q4 2025.

Global Retirement Partners first reported a position in CSQ in Q1 2022 and has held it in 16 quarters since. The position peaked at $175K in Q4 2024. 221 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

Global Retirement Partners held 6,425 shares of Calamos Strategic Total Return Fund worth $132K as of Q2 2026.
Calamos Strategic Total Return Fund was a new Global Retirement Partners position in Q2 2026.
Calamos Strategic Total Return Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #1863 holding.
Global Retirement Partners first reported a position in Calamos Strategic Total Return Fund in Q1 2022 and has held it in 16 quarters since.
Global Retirement Partners's Calamos Strategic Total Return Fund position peaked at $175K in Q4 2024.
221 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.