Baird Financial Group
CHW

Baird Financial Group’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Baird Financial Group’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
Q1 		$6.82M Sell
939,091
-8,555
-0.9% -$66.7K 0.01% 652
2025
Q4 		$7.02M Sell
947,646
-63,597
-6% -$475K 0.01% 641
2025
Q3 		$7.62M Sell
1,011,243
-84,178
-8% -$612K 0.01% 612
2025
Q2 		$7.81M Sell
1,095,421
-125,525
-10% -$824K 0.01% 579
2025
Q1 		$7.8M Buy
1,220,946
+5,604
+0.5% +$38K 0.02% 557
2024
Q4 		$8.2M Buy
1,215,342
+3,156
+0.3% +$22.3K 0.02% 560
2024
Q3 		$8.69M Buy
1,212,186
+28,704
+2% +$199K 0.02% 547
2024
Q2 		$8.12M Buy
1,183,482
+44,245
+4% +$293K 0.02% 539
2024
Q1 		$7.42M Buy
1,139,237
+17,332
+2% +$106K 0.02% 556
2023
Q4 		$6.47M Buy
1,121,905
+211,132
+23% +$1.17M 0.01% 584
2023
Q3 		$5.05M Buy
910,773
+173,370
+24% +$1.03M 0.01% 624
2023
Q2 		$4.44M Buy
737,403
+101,521
+16% +$598K 0.01% 659
2023
Q1 		$3.8M Buy
635,882
+11,517
+2% +$69.7K 0.01% 673
2022
Q4 		$3.48M Buy
624,365
+70,534
+13% +$412K 0.01% 681
2022
Q3 		$3.36M Sell
553,831
-6,428
-1% -$45.7K 0.01% 667
2022
Q2 		$3.82M Buy
560,259
+133,270
+31% +$1.02M 0.01% 643
2022
Q1 		$3.79M Buy
426,989
+1,749
+0.4% +$15.8K 0.01% 690
2021
Q4 		$4.24M Sell
425,240
-6,791
-2% -$68.5K 0.01% 660
2021
Q3 		$4.13M Sell
432,031
-3,354
-0.8% -$35.7K 0.01% 670
2021
Q2 		$4.77M Sell
435,385
-663
-0.2% -$7.03K 0.01% 604
2021
Q1 		$4.46M Buy
436,048
+950
+0.2% +$9.43K 0.01% 610
2020
Q4 		$4.16M Buy
435,098
+68,654
+19% +$613K 0.01% 590
2020
Q3 		$2.98M Sell
366,444
-19,085
-5% -$153K 0.01% 633
2020
Q2 		$2.82M Hold
385,529
– – 0.01% 634
2020
Q1 		$2.21M Sell
385,529
-5,431
-1% -$42.1K 0.01% 654
2019
Q4 		$3.4M Sell
390,960
-3,840
-1% -$31.9K 0.01% 625
2019
Q3 		$3.09M Sell
394,800
-2,295
-0.6% -$18.2K 0.01% 646
2019
Q2 		$3.22M Sell
397,095
-182
-0% -$1.48K 0.01% 642
2019
Q1 		$3.18M Sell
397,277
-2,990
-0.7% -$22.9K 0.02% 557
2018
Q4 		$2.62M Buy
400,267
+162,154
+68% +$1.23M 0.02% 562
2018
Q3 		$2.17M Buy
238,113
+5,070
+2% +$46.1K 0.01% 641
2018
Q2 		$2.1M Buy
233,043
+943
+0.4% +$8.63K 0.01% 636
2018
Q1 		$2.09M Sell
232,100
-85
-0% -$787 0.01% 627
2017
Q4 		$2.11M Sell
232,185
-3,276
-1% -$29.8K 0.01% 619
2017
Q3 		$2.13M Sell
235,461
-18,589
-7% -$163K 0.02% 605
2017
Q2 		$2.17M Sell
254,050
-4,569
-2% -$37.7K 0.02% 590
2017
Q1 		$2.02M Sell
258,619
-260
-0.1% -$1.96K 0.02% 592
2016
Q4 		$1.8M Buy
258,879
+125,624
+94% +$900K 0.02% 599
2016
Q3 		$1M Hold
133,255
– – 0.01% 745
2016
Q2 		$935K Hold
133,255
– – 0.01% 754
2016
Q1 		$937K Buy
133,255
+954
+0.7% +$6.25K 0.01% 736
2015
Q4 		$947K Sell
132,301
-4,070
-3% -$30K 0.01% 720
2015
Q3 		$949K Sell
136,371
-332
-0.2% -$2.64K 0.01% 714
2015
Q2 		$1.16M Buy
+136,703
New +$1.22M 0.01% 708

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AWA
Adapt Wealth Advisors Atlanta, Georgia $276M AUM 14.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baird Financial Group's CHW Position: Q1 2026 in Review

Baird Financial Group reduced its Calamos Global Dynamic Income Fund (CHW) stake by 0.9% in Q1 2026, selling an estimated $66.7K and leaving 939,091 shares worth $6.82M. The position accounts for 0.01% of the portfolio, ranked #652.

Baird Financial Group first reported a position in CHW in Q2 2015 and has held it in 44 quarters since. The position peaked at $8.69M in Q3 2024. 100 funds tracked by Wall St. Rank hold CHW as of Q1 2026.

  • Baird Financial Group held 939,091 shares of Calamos Global Dynamic Income Fund worth $6.82M as of Q1 2026.
  • Baird Financial Group sold 8,555 Calamos Global Dynamic Income Fund shares in Q1 2026, an estimated $66.7K.
  • Calamos Global Dynamic Income Fund made up 0.01% of Baird Financial Group's portfolio in Q1 2026, its #652 holding.
  • Baird Financial Group first reported a position in Calamos Global Dynamic Income Fund in Q2 2015 and has held it in 44 quarters since.
  • Baird Financial Group's Calamos Global Dynamic Income Fund position peaked at $8.69M in Q3 2024.
  • 100 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q1 2026.

Based on Baird Financial Group's 13F filing for Q1 2026, filed 14 May 2026.