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

Avantax 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
2023 Q3	–	Sell	-13,227	Closed	-$79.6K	–	1559
2023 Q2	$79.6K	Hold	13,227	–	–	﹤0.01%	1456
2023 Q1	$79.1K	Hold	13,227	–	–	﹤0.01%	1434
2022 Q4	$73.8K	Hold	13,227	–	–	﹤0.01%	1374
2022 Q3	$80K	Hold	13,227	–	–	﹤0.01%	1279
2022 Q2	$90K	Buy	+13,227	New	+$102K	﹤0.01%	1255

Other funds holding CHW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

RPO LLC Stamford, Connecticut $30.4M AUM 3.41% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return

Avantax Advisory Services's CHW Position: Q3 2023 in Review

Avantax Advisory Services sold out of Calamos Global Dynamic Income Fund (CHW) in Q3 2023, closing a stake of 13,227 shares — an estimated $79.6K sold.

Avantax Advisory Services first reported a position in CHW in Q2 2022 and held it in 5 quarters. The position peaked at $90K in Q2 2022. 79 funds tracked by Wall St. Rank hold CHW as of Q3 2023.

Avantax Advisory Services reported no remaining Calamos Global Dynamic Income Fund position as of Q3 2023 after selling out during the quarter.
Avantax Advisory Services sold 13,227 Calamos Global Dynamic Income Fund shares in Q3 2023, an estimated $79.6K.
Avantax Advisory Services first reported a position in Calamos Global Dynamic Income Fund in Q2 2022 and held it in 5 quarters.
Avantax Advisory Services's Calamos Global Dynamic Income Fund position peaked at $90K in Q2 2022.
79 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q3 2023.

Based on Avantax Advisory Services's 13F filing for Q3 2023, filed 8 Nov 2023.