Aptus Capital Advisors
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Aptus Capital Advisors’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Aptus Capital Advisors’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
2024
Q3 		– Sell
-10,473
Closed -$71.8K – 1242
2024
Q2 		$71.8K Hold
10,473
– – ﹤0.01% 853
2024
Q1 		$68.2K Hold
10,473
– – ﹤0.01% 864
2023
Q4 		$60.4K Buy
+10,473
New +$58K ﹤0.01% 661

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MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AQR Arbitrage
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Aptus Capital Advisors's CHW Position: Q3 2024 in Review

Aptus Capital Advisors sold out of Calamos Global Dynamic Income Fund (CHW) in Q3 2024, closing a stake of 10,473 shares — an estimated $71.8K sold.

Aptus Capital Advisors first reported a position in CHW in Q4 2023 and held it in 3 quarters. The position peaked at $71.8K in Q2 2024. 96 funds tracked by Wall St. Rank hold CHW as of Q3 2024.

  • Aptus Capital Advisors reported no remaining Calamos Global Dynamic Income Fund position as of Q3 2024 after selling out during the quarter.
  • Aptus Capital Advisors sold 10,473 Calamos Global Dynamic Income Fund shares in Q3 2024, an estimated $71.8K.
  • Aptus Capital Advisors first reported a position in Calamos Global Dynamic Income Fund in Q4 2023 and held it in 3 quarters.
  • Aptus Capital Advisors's Calamos Global Dynamic Income Fund position peaked at $71.8K in Q2 2024.
  • 96 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q3 2024.

Based on Aptus Capital Advisors's 13F filing for Q3 2024, filed 5 Nov 2024.