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Advisory Solutions Group’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Advisory Solutions Group’s Portfolio CHW Stock Details CHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$295K Hold
36,535
– – 0.06% 224
2026
Q2 		$326K Buy
+36,535
New +$310K 0.11% 147

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Pathstone Holdings
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Baird Financial Group
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LPL Financial
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Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Adapt Wealth Advisors
Adapt Wealth Advisors Atlanta, Georgia $291M AUM 21.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Advisory Solutions Group's CHW Position: Q3 2026 in Review

Advisory Solutions Group held its Calamos Global Dynamic Income Fund (CHW) position steady in Q3 2026 at 36,535 shares worth $295K. The position accounts for 0.06% of the portfolio, ranked #224.

Advisory Solutions Group first reported a position in CHW in Q2 2026 and has held it in 2 quarters since. The position peaked at $326K in Q2 2026. 85 funds tracked by Wall St. Rank hold CHW as of Q3 2026.

  • Advisory Solutions Group held 36,535 shares of Calamos Global Dynamic Income Fund worth $295K as of Q3 2026.
  • Advisory Solutions Group left its Calamos Global Dynamic Income Fund share count unchanged in Q3 2026.
  • Calamos Global Dynamic Income Fund made up 0.06% of Advisory Solutions Group's portfolio in Q3 2026, its #224 holding.
  • Advisory Solutions Group first reported a position in Calamos Global Dynamic Income Fund in Q2 2026 and has held it in 2 quarters since.
  • Advisory Solutions Group's Calamos Global Dynamic Income Fund position peaked at $326K in Q2 2026.
  • 85 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.