AAS
CHW

Ameritas Advisory Services’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Ameritas Advisory Services’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
2025
Q4 		– Sell
-1,632
Closed -$12.3K – 1122
2025
Q3 		$12.3K Sell
1,632
-75
-4% -$545 ﹤0.01% 1587
2025
Q2 		$12.2K Buy
+1,707
New +$11.2K ﹤0.01% 1938
2023
Q2 		– Sell
-75
Closed -$445 – 879
2023
Q1 		$445 Buy
+75
New +$454 ﹤0.01% 2660

Other funds holding CHW

Morgan Stanley
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
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
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

Ameritas Advisory Services's CHW Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Calamos Global Dynamic Income Fund (CHW) in Q4 2025, closing a stake of 1,632 shares — an estimated $12.3K sold.

Ameritas Advisory Services first reported a position in CHW in Q1 2023 and held it in 3 quarters. The position peaked at $12.3K in Q3 2025. 94 funds tracked by Wall St. Rank hold CHW as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Calamos Global Dynamic Income Fund position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 1,632 Calamos Global Dynamic Income Fund shares in Q4 2025, an estimated $12.3K.
  • Ameritas Advisory Services first reported a position in Calamos Global Dynamic Income Fund in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Calamos Global Dynamic Income Fund position peaked at $12.3K in Q3 2025.
  • 94 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.