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Halbert Hargrove Global Advisors’s Calamos Strategic Total Return Fund CSQ Stock Holding History

Halbert Hargrove Global Advisors’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 		$161K Hold
7,837
– – 0.01% 121
2026
Q1 		$134K Hold
7,837
– – 0.01% 120
2025
Q4 		$150K Buy
+7,837
New +$149K 0.01% 111

Other funds holding CSQ

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
B
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

Halbert Hargrove Global Advisors's CSQ Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its Calamos Strategic Total Return Fund (CSQ) position steady in Q2 2026 at 7,837 shares worth $161K. The position accounts for 0.01% of the portfolio, ranked #121.

Halbert Hargrove Global Advisors first reported a position in CSQ in Q4 2025 and has held it in 3 quarters since. 221 funds tracked by Wall St. Rank hold CSQ as of Q2 2026.

  • Halbert Hargrove Global Advisors held 7,837 shares of Calamos Strategic Total Return Fund worth $161K as of Q2 2026.
  • Halbert Hargrove Global Advisors left its Calamos Strategic Total Return Fund share count unchanged in Q2 2026.
  • Calamos Strategic Total Return Fund made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #121 holding.
  • Halbert Hargrove Global Advisors first reported a position in Calamos Strategic Total Return Fund in Q4 2025 and has held it in 3 quarters since.
  • 221 funds tracked by Wall St. Rank held Calamos Strategic Total Return Fund as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.