HALBERT HARGROVE GLOBAL ADVISORS, LLC
Position in CSQ — Calamos Strategic Total Return Fund
CIK 1484205
LONG BEACH, CA
Position in CSQ
as of Mar 31, 2026
· filed Apr 17, 2026
Position Value
$134,169
-$16,301 QoQ
Shares Held
7,837
0.0% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in CSQ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $1,281,580 across 14 Asset Management names. CSQ ranks #3 (10.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHI |
Calamos Convertible Opportunities & Income Fund
|
20,050 | $215,337 | |
| 2 | HPI |
John Hancock Preferred Income Fund
|
13,248 | $207,861 | |
| 3 | CSQ |
Calamos Strategic Total Return Fund
This page
|
7,837 | $134,169 | |
| 4 | EXG |
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
|
13,500 | $116,910 | |
| 5 | PDX |
PIMCO Dynamic Income Strategy Fund
|
4,500 | $99,270 | |
| 6 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
13,000 | $98,020 | |
| 7 | PSLV |
Sprott Physical Silver Trust
|
3,700 | $90,243 | |
| 8 | PHYS |
Sprott Physical Gold Trust
|
2,400 | $85,056 |
All Filings in CSQ
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $134,169 | 7,837 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $150,470 | 7,837 | Shares | Sole | 2026-01-23 | |
| No filing history on record for this holder in this stock. | ||||||