AssetMark Inc
CHW

AssetMark Inc’s Calamos Global Dynamic Income Fund CHW Stock Holding History

AssetMark Inc’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
Q2 		$29K Hold
3,250
– – ﹤0.01% 2054
2026
Q1 		$23.6K Hold
3,250
– – ﹤0.01% 1991
2025
Q4 		$24.1K Buy
+3,250
New +$24.3K ﹤0.01% 1942

Other funds holding CHW

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SCM
Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

AssetMark Inc's CHW Position: Q2 2026 in Review

AssetMark Inc held its Calamos Global Dynamic Income Fund (CHW) position steady in Q2 2026 at 3,250 shares worth $29K. The position accounts for ﹤0.01% of the portfolio, ranked #2054.

AssetMark Inc first reported a position in CHW in Q4 2025 and has held it in 3 quarters since. 40 funds tracked by Wall St. Rank hold CHW as of Q2 2026.

  • AssetMark Inc held 3,250 shares of Calamos Global Dynamic Income Fund worth $29K as of Q2 2026.
  • AssetMark Inc left its Calamos Global Dynamic Income Fund share count unchanged in Q2 2026.
  • Calamos Global Dynamic Income Fund made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2054 holding.
  • AssetMark Inc first reported a position in Calamos Global Dynamic Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 40 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.