Calamos Strategic Total Return Fund Form 3 showed Lincoln National Life Insurance became a 10% owner of Series H Mandatory Redeemable Preferred Shares.
Holdings totaled 640,000 shares as of Aug. 26, 2026, including 560,000 shares held directly.
An additional 80,000 shares were held indirectly via affiliate Lincoln Life & Annuity Company of New York.
The filing cited combined affiliate ownership exceeding 10% of the Series H Mandatory Redeemable Preferred Shares outstanding.
The statement was signed Sept. 2, 2026 by Zachary Illig, assistant vice president.
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