BRWA
CHW

B. Riley Wealth Advisors’s Calamos Global Dynamic Income Fund CHW Stock Holding History

B. Riley 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
2026
Q2 		$180K Buy
20,522
+206
+1% +$1.75K 0.01% 791
2026
Q1 		$142K Hold
20,316
– – 0.01% 760
2025
Q4 		$151K Hold
20,316
– – 0.01% 901
2025
Q3 		$153K Hold
20,316
– – 0.01% 925
2025
Q2 		$145K Hold
20,316
– – 0.01% 930
2025
Q1 		$130K Hold
20,316
– – ﹤0.01% 1203
2024
Q4 		$138K Sell
20,316
-900
-4% -$6.36K ﹤0.01% 1081
2024
Q3 		$150K Sell
21,216
-19,004
-47% -$132K ﹤0.01% 1175
2024
Q2 		$276K Buy
40,220
+1,906
+5% +$12.6K 0.01% 1072
2024
Q1 		$212K Sell
38,314
-2,600
-6% -$15.9K 0.01% 1242
2023
Q4 		$238K Buy
40,914
+2,600
+7% +$14.4K 0.01% 1163
2023
Q3 		$212K Buy
38,314
+2,677
+8% +$16K 0.01% 1242
2023
Q2 		$215K Sell
35,637
-140
-0.4% -$825 ﹤0.01% 1318
2023
Q1 		$214K Buy
35,777
+655
+2% +$3.96K 0.01% 1261
2022
Q4 		$198K Buy
35,122
+655
+2% +$3.83K 0.01% 1275
2022
Q3 		$210K Sell
34,467
-1,851
-5% -$13.2K 0.01% 1199
2022
Q2 		$248K Sell
36,318
-5,368
-13% -$41.2K 0.01% 959
2022
Q1 		$371K Buy
41,686
+234
+0.6% +$2.12K 0.01% 915
2021
Q4 		$414K Buy
41,452
+1,527
+4% +$15.4K 0.01% 920
2021
Q3 		$383K Buy
39,925
+2,129
+6% +$22.7K 0.01% 913
2021
Q2 		$415K Sell
37,796
-1,945
-5% -$20.6K 0.01% 860
2021
Q1 		$407K Buy
39,741
+12,116
+44% +$120K 0.01% 837
2020
Q4 		$265K Sell
27,625
-6,562
-19% -$58.6K 0.01% 825
2020
Q3 		$278K Buy
34,187
+1,311
+4% +$10.5K 0.01% 731
2020
Q2 		$241K Buy
32,876
+2,798
+9% +$18.6K 0.02% 699
2020
Q1 		$173K Sell
30,078
-242
-0.8% -$1.88K 0.01% 692
2019
Q4 		$264K Buy
30,320
+243
+0.8% +$2.02K 0.02% 649
2019
Q3 		$236K Hold
30,077
– – 0.02% 678
2019
Q2 		$244K Hold
30,077
– – 0.03% 641
2019
Q1 		$241K Sell
30,077
-34,685
-54% -$265K 0.03% 587
2018
Q4 		$425K Sell
64,762
-27,616
-30% -$209K 0.06% 343
2018
Q3 		$837K Sell
92,378
-2,000
-2% -$18.2K 0.1% 218
2018
Q2 		$850K Sell
94,378
-999
-1% -$9.14K 0.11% 199
2018
Q1 		$858K Sell
95,377
-1,743
-2% -$16.1K 0.12% 191
2017
Q4 		$882K Buy
97,120
+26,319
+37% +$239K 0.12% 192
2017
Q3 		$641K Sell
70,801
-7,999
-10% -$70.1K 0.11% 209
2017
Q2 		$673K Buy
78,800
+6,200
+9% +$51.2K 0.12% 204
2017
Q1 		$567K Buy
72,600
+13,209
+22% +$99.5K 0.11% 211
2016
Q4 		$414K Buy
59,391
+27,690
+87% +$198K 0.08% 268
2016
Q3 		$239K Buy
+31,701
New +$233K 0.05% 481
2015
Q1 		– Sell
-1,400
Closed -$13K – 799
2014
Q4 		$13K Buy
+1,400
New +$12.4K ﹤0.01% 2729
2014
Q3 		– Sell
-7,610
Closed -$74.6K – 848
2014
Q2 		$74.6K Sell
7,610
-905
-11% -$8.46K 0.02% 851
2014
Q1 		$77K Buy
8,515
+85
+1% +$762 0.02% 670
2013
Q4 		$76K Buy
+8,430
New +$74K 0.02% 604

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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

B. Riley Wealth Advisors's CHW Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Calamos Global Dynamic Income Fund (CHW) stake by 1% in Q2 2026, buying an estimated $1.75K and bringing the position to 20,522 shares worth $180K. The position accounts for 0.01% of the portfolio, ranked #791.

B. Riley Wealth Advisors first reported a position in CHW in Q4 2013 and has held it in 44 quarters since. The position peaked at $882K in Q4 2017. 103 funds tracked by Wall St. Rank hold CHW as of Q2 2026.

  • B. Riley Wealth Advisors held 20,522 shares of Calamos Global Dynamic Income Fund worth $180K as of Q2 2026.
  • B. Riley Wealth Advisors bought 206 Calamos Global Dynamic Income Fund shares in Q2 2026, an estimated $1.75K.
  • Calamos Global Dynamic Income Fund made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #791 holding.
  • B. Riley Wealth Advisors first reported a position in Calamos Global Dynamic Income Fund in Q4 2013 and has held it in 44 quarters since.
  • B. Riley Wealth Advisors's Calamos Global Dynamic Income Fund position peaked at $882K in Q4 2017.
  • 103 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.