Calamos fund: Equitable holds 19.87% of Series H

CALAMOS STRATEGIC TOTAL RETURN FUND (CSQ) has a significant shareholder position reported by Equitable Holdings, Inc. Equitable Holdings beneficially owns 1,200,000 Series H Mandatory Redeemable Preferred Shares, representing 19.87% of that class.

Available on EDGAR 09/11/2026 - 02:25 PM EDT Accepted by SEC EDGAR 09/11/2026 - 02:24 PM EDT Learn about SEC filing dates

Rhea-AI Filing Summary

CALAMOS STRATEGIC TOTAL RETURN FUND (CSQ) has a significant shareholder position reported by Equitable Holdings, Inc. Equitable Holdings beneficially owns 1,200,000 Series H Mandatory Redeemable Preferred Shares, representing 19.87% of that class. Equitable Holdings reports sole voting and sole dispositive power over all of these shares.

Key Figures

Beneficially owned shares: 1,200,000 Series H Mandatory Redeemable Preferred Shares Percent of class owned: 19.87% Sole voting power: 1,200,000 shares +4 more

7 metrics

Beneficially owned shares 1,200,000 Series H Mandatory Redeemable Preferred Shares Shares of CSQ’s Series H preferred reported as beneficially owned by Equitable Holdings, Inc.

Percent of class owned 19.87% Ownership percentage of CSQ’s Series H Mandatory Redeemable Preferred Shares reported in the Schedule 13G

Sole voting power 1,200,000 shares Number of CSQ Series H preferred shares over which Equitable Holdings, Inc. has sole power to vote

Shared voting power 0 shares Number of CSQ Series H preferred shares over which Equitable Holdings, Inc. has shared voting power

Sole dispositive power 1,200,000 shares Number of CSQ Series H preferred shares over which Equitable Holdings, Inc. has sole dispositive power

Citizenship or organization of reporting person Delaware Equitable Holdings, Inc. is organized in Delaware as stated in the Schedule 13G

Signature date September 11, 2026 Date on which Anthony Bruccoleri signed the Schedule 13G as Lead Director

Key Terms

Schedule 13G, beneficially owned, Sole Voting Power, Sole Dispositive Power, +1 more

5 terms

Schedule 13G regulatory

"This is filed as a Schedule 13G reporting beneficial ownership."

A Schedule 13G is a formal document that investors file with the government when they acquire a large ownership stake in a company, usually for investment purposes rather than control. It helps keep the public informed about who owns significant parts of a company's shares, which can influence how the company is managed and how investors make decisions. Filing this schedule is important for transparency and understanding the ownership landscape of publicly traded companies.

beneficially owned financial

"Item 4 states the amount beneficially owned and percent of class."

Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.

Sole Voting Power financial

"Sole Voting Power 1,200,000.00 6 | Shared Voting Power 0.00"

Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.

Sole Dispositive Power financial

"Sole Dispositive Power 1,200,000.00 8 | Shared Dispositive Power 0.00"

Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.

Mandatory Redeemable Preferred Shares financial

"Title of class of securities: Series H Mandatory Redeemable Preferred Shares"

A share that pays a fixed return and must be bought back by the issuer at a set time or upon a predetermined event, combining features of stock and a loan. It matters to investors because holders get priority on payments and a promised repayment date—like lending money with a scheduled payback—so these shares limit upside from company growth but reduce risk compared with ordinary shares and can affect a company’s future cash needs.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What ownership stake in CSQ’s Series H preferred does Equitable Holdings report?

Equitable Holdings, Inc. reports beneficial ownership of 1,200,000 Series H Mandatory Redeemable Preferred Shares of CALAMOS STRATEGIC TOTAL RETURN FUND (CSQ), representing 19.87% of that preferred share class, with sole voting and sole dispositive power over all reported shares.

Which class of CALAMOS STRATEGIC TOTAL RETURN FUND (CSQ) securities is covered in this Schedule 13G?

The filing covers Series H Mandatory Redeemable Preferred Shares of CALAMOS STRATEGIC TOTAL RETURN FUND. Equitable Holdings, Inc. reports its beneficial ownership and related voting and dispositive powers with respect to this specific preferred share class.

Does Equitable Holdings share voting power over CSQ’s Series H preferred shares?

No. Equitable Holdings, Inc. reports sole power to vote or direct the vote over 1,200,000 Series H Mandatory Redeemable Preferred Shares and 0 shared voting power. It also reports sole dispositive power over the same number of shares and no shared dispositive power.

What percentage of CSQ’s Series H Mandatory Redeemable Preferred Shares is owned by Equitable Holdings?

Equitable Holdings, Inc. reports beneficial ownership of 19.87% of the outstanding Series H Mandatory Redeemable Preferred Shares of CALAMOS STRATEGIC TOTAL RETURN FUND, based on the share count and calculations stated in the Schedule 13G ownership section.

Who signed the Schedule 13G filing related to CSQ and in what capacity?

The Schedule 13G was signed by Anthony Bruccoleri in the capacity of Lead Director for Equitable Holdings, Inc., with the signature dated September 11, 2026, attesting to the reported beneficial ownership information.

Where is CALAMOS STRATEGIC TOTAL RETURN FUND’s principal executive office located?

The principal executive offices of CALAMOS STRATEGIC TOTAL RETURN FUND are at 2020 CALAMOS COURT, c/o Calamos Advisors LLC, Naperville, Illinois 60563, as stated in the issuer information section of the Schedule 13G filing.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

CALAMOS STRATEGIC TOTAL RETURN FUND

(Name of Issuer)

Series H Mandatory Redeemable Preferred Shares

(Title of Class of Securities)

128125*86

(CUSIP Number)

08/31/2026

(Date of Event Which Requires Filing of this Statement)

Check the appropriate box to designate the rule pursuant to which this Schedule is filed:

Rule 13d-1(b)

Rule 13d-1(c)

Rule 13d-1(d)

schemaVersion:

SCHEDULE 13G

CUSIP Number(s): 128125*86

1

Names of Reporting Persons

Equitable Holdings, Inc.

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 1,200,000.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 1,200,000.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

1,200,000.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

19.9 %

12

Type of Reporting Person (See Instructions)

HC

SCHEDULE 13G

Item 1.
(a)	Name of issuer: CALAMOS STRATEGIC TOTAL RETURN FUND
(b)	Address of issuer's principal executive offices: 2020 CALAMOS COURT, C/O CALAMOS ADVISORS LLC, NAPERVILLE, ILLINOIS, 60563.
Item 2.
(a)	Name of person filing: Equitable Holdings, Inc.
(b)	Address or principal business office or, if none, residence: 1345 AVENUE OF THE AMERICAS, NEW YORK, NY, 10105
(c)	Citizenship: Delaware
(d)	Title of class of securities: Series H Mandatory Redeemable Preferred Shares
(e)	CUSIP Number(s): 128125*86
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 1,200,000
(b)	Percent of class: 19.87 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 1,200,000
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 1,200,000
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
	Not Applicable
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	Not Applicable
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under § 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Equitable Holdings, Inc.

Signature:	Anthony Bruccoleri
Name/Title:	Lead Director
Date:	09/11/2026