AWA
CHW icon

Arete Wealth Advisors’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Arete Wealth 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
Q4 		– Sell
-12,688
Closed -$91K – 752
2024
Q3 		$91K Buy
12,688
+2,496
+24% +$17.3K 0.01% 676
2024
Q2 		$70K Buy
+10,192
New +$67.5K 0.01% 698

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
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
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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
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

Arete Wealth Advisors's CHW Position: Q4 2024 in Review

Arete Wealth Advisors sold out of Calamos Global Dynamic Income Fund (CHW) in Q4 2024, closing a stake of 12,688 shares — an estimated $91K sold.

Arete Wealth Advisors first reported a position in CHW in Q2 2024 and held it in 2 quarters. The position peaked at $91K in Q3 2024. 93 funds tracked by Wall St. Rank hold CHW as of Q4 2024.

  • Arete Wealth Advisors reported no remaining Calamos Global Dynamic Income Fund position as of Q4 2024 after selling out during the quarter.
  • Arete Wealth Advisors sold 12,688 Calamos Global Dynamic Income Fund shares in Q4 2024, an estimated $91K.
  • Arete Wealth Advisors first reported a position in Calamos Global Dynamic Income Fund in Q2 2024 and held it in 2 quarters.
  • Arete Wealth Advisors's Calamos Global Dynamic Income Fund position peaked at $91K in Q3 2024.
  • 93 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q4 2024.

Based on Arete Wealth Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.