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

AmeriFlex 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 Q1	$3.63K	Hold	500	–	–	﹤0.01%	888
2025 Q4	$3.71K	Sell	500 -500	-50%	-$3.73K	﹤0.01%	903
2025 Q3	$7.54K	Buy	+1,000	New	+$7.27K	﹤0.01%	842
2025 Q2	–	Sell	-500	Closed	-$3.19K	–	1098
2025 Q1	$3.19K	Hold	500	–	–	﹤0.01%	1071
2024 Q4	$3.44K	Buy	+500	New	+$3.53K	﹤0.01%	969

Other funds holding CHW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

AWA

Adapt Wealth Advisors Atlanta, Georgia $276M AUM 14.93% 1-Year Est. Return

AmeriFlex Group's CHW Position: Q1 2026 in Review

AmeriFlex Group held its Calamos Global Dynamic Income Fund (CHW) position steady in Q1 2026 at 500 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

AmeriFlex Group first reported a position in CHW in Q4 2024 and has held it in 5 quarters since. The position peaked at $7.54K in Q3 2025. 100 funds tracked by Wall St. Rank hold CHW as of Q1 2026.

AmeriFlex Group held 500 shares of Calamos Global Dynamic Income Fund worth $3.63K as of Q1 2026.
AmeriFlex Group left its Calamos Global Dynamic Income Fund share count unchanged in Q1 2026.
Calamos Global Dynamic Income Fund made up ﹤0.01% of AmeriFlex Group's portfolio in Q1 2026, its #888 holding.
AmeriFlex Group first reported a position in Calamos Global Dynamic Income Fund in Q4 2024 and has held it in 5 quarters since.
AmeriFlex Group's Calamos Global Dynamic Income Fund position peaked at $7.54K in Q3 2025.
100 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q1 2026.

Based on AmeriFlex Group's 13F filing for Q1 2026, filed 15 May 2026.