AWS
CHW

Atria Wealth Solutions’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Atria Wealth Solutions’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
Q2 		$127K Buy
+17,872
New +$117K ﹤0.01% 1425
2023
Q2 		– Sell
-20,658
Closed -$124K – 1883
2023
Q1 		$124K Buy
+20,658
New +$125K ﹤0.01% 1740

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
GC
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 $319M AUM 3.9% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Atria Wealth Solutions's CHW Position: Q2 2025 in Review

Atria Wealth Solutions opened a new position in Calamos Global Dynamic Income Fund (CHW) in Q2 2025: 17,872 shares worth $127K. The stake represents ﹤0.01% of the portfolio and ranks #1425 among its holdings. This is a return to the name: Atria Wealth Solutions previously reported a position in CHW as recently as Q1 2023.

Atria Wealth Solutions first reported a position in CHW in Q1 2023 and has held it in 2 quarters since. 96 funds tracked by Wall St. Rank hold CHW as of Q2 2025.

  • Atria Wealth Solutions held 17,872 shares of Calamos Global Dynamic Income Fund worth $127K as of Q2 2025.
  • Calamos Global Dynamic Income Fund was a new Atria Wealth Solutions position in Q2 2025.
  • Calamos Global Dynamic Income Fund made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1425 holding.
  • Atria Wealth Solutions first reported a position in Calamos Global Dynamic Income Fund in Q1 2023 and has held it in 2 quarters since.
  • 96 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.