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
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 $1.37T 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

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 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 $1.13B AUM 38.91% 1-Year Est. Return

Global Retirement Partners's CSQ Position: Q4 2025 in Review

Global Retirement Partners increased its Calamos Strategic Total Return Fund (CSQ) stake by 0.97% in Q4 2025, buying an estimated $1.28K and bringing the position to 7,006 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #1718.

Global Retirement Partners first reported a position in CSQ in Q1 2022 and has held it in 15 quarters since. The position peaked at $175K in Q4 2024. 214 funds tracked by Wall St. Rank hold CSQ as of Q4 2025.

Global Retirement Partners held 7,006 shares of Calamos Strategic Total Return Fund worth $135K as of Q4 2025.
Global Retirement Partners bought 67 Calamos Strategic Total Return Fund shares in Q4 2025, an estimated $1.28K.
Calamos Strategic Total Return Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1718 holding.
Global Retirement Partners first reported a position in Calamos Strategic Total Return Fund in Q1 2022 and has held it in 15 quarters since.
Global Retirement Partners's Calamos Strategic Total Return Fund position peaked at $175K in Q4 2024.
214 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q4 2025.

Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.