FOUNDERS FINANCIAL SECURITIES LLC

Broker-Dealer

Position in CSQ — Calamos Strategic Total Return Fund

CIK 1342396 TOWSON, MD

Position in CSQ

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$2,032,657

-$246,959 QoQ

Shares Held

118,730

0.0% QoQ

Ownership

0.074%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

FOUNDERS FINANCIAL SECURITIES LLC holds $10,681,131 across 11 Asset Management names. CSQ ranks #2 (19.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APO	Apollo Global Management, Inc.	24,422	$2,721,099
2	CSQ	Calamos Strategic Total Return Fund This page	118,730	$2,032,657
3	BX	Blackstone Inc.	16,354	$1,880,546
4	AWF	Alliancebernstein Global High Income Fund Inc	92,022	$935,863
5	PSLV	Sprott Physical Silver Trust	34,655	$845,235
6	PHYS	Sprott Physical Gold Trust	17,143	$607,547
7	HTD	John Hancock Tax-Advantaged Dividend Income Fund	18,665	$462,332
8	FSK	FS KKR Capital Corp	33,943	$345,539

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,032,657	118,730	0.0%	Shares	Sole	2026-04-17
2025-12-31	$2,279,616	118,730	0.0%	Shares	Sole	2026-02-10
2025-09-30	$2,290,301	118,730	+6.7%	Shares	Sole	2025-10-15
2025-06-30	$2,030,203	111,305	+15.1%	Shares	Sole	2025-08-06
2025-03-31	$1,565,091	96,730	+10.9%	Shares	Sole	2025-05-12
2024-12-31	$1,545,197	87,250	+64.5%	Shares	Sole	2025-02-10
2024-09-30	$920,417	53,050	+104.1%	Shares	Sole	2024-11-12
2024-06-30	$437,755	25,995	—	Shares	Sole	2024-08-02
No filing history on record for this holder in this stock.