BBPWM
CHW

Blue Bell Private Wealth Management’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Blue Bell Private Wealth Management’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 		$1.62M Buy
181,919
+59,221
+48% +$503K 0.2% 92
2026
Q1 		$891K Buy
122,698
+23,012
+23% +$179K 0.13% 119
2025
Q4 		$739K Buy
99,686
+21,693
+28% +$162K 0.11% 123
2025
Q3 		$588K Buy
77,993
+32,632
+72% +$237K 0.09% 138
2025
Q2 		$323K Buy
45,361
+11,083
+32% +$72.8K 0.05% 182
2025
Q1 		$219K Buy
34,278
+21,525
+169% +$146K 0.04% 211
2024
Q4 		$86.1K Buy
+12,753
New +$90.1K 0.02% 293
2024
Q2 		– Sell
-2,000
Closed -$13K – 719
2024
Q1 		$13K Buy
+2,000
New +$12.2K ﹤0.01% 497
2017
Q1 		– Sell
-1,450
Closed -$11K – 252
2016
Q4 		$11K Sell
1,450
-14,345
-91% -$103K 0.01% 189
2016
Q3 		$119K Sell
15,795
-4,436
-22% -$32.7K 0.07% 127
2016
Q2 		$143K Sell
20,231
-1,500
-7% -$10.5K 0.09% 112
2016
Q1 		$153K Sell
21,731
-100
-0.5% -$655 0.1% 113
2015
Q4 		$156K Buy
21,831
+1,500
+7% +$11.1K 0.11% 113
2015
Q3 		$142K Buy
20,331
+13,769
+210% +$109K 0.1% 118
2015
Q2 		$56K Sell
6,562
-15,488
-70% -$138K 0.03% 206
2015
Q1 		$193K Sell
22,050
-14,801
-40% -$131K 0.12% 99
2014
Q4 		$340K Buy
+36,851
New +$325K 0.2% 67

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

Blue Bell Private Wealth Management's CHW Position: Q2 2026 in Review

Blue Bell Private Wealth Management increased its Calamos Global Dynamic Income Fund (CHW) stake by 48% in Q2 2026, buying an estimated $503K and bringing the position to 181,919 shares worth $1.62M. The position accounts for 0.2% of the portfolio, ranked #92.

Blue Bell Private Wealth Management first reported a position in CHW in Q4 2014 and has held it in 17 quarters since. 103 funds tracked by Wall St. Rank hold CHW as of Q2 2026.

  • Blue Bell Private Wealth Management held 181,919 shares of Calamos Global Dynamic Income Fund worth $1.62M as of Q2 2026.
  • Blue Bell Private Wealth Management bought 59,221 Calamos Global Dynamic Income Fund shares in Q2 2026, an estimated $503K.
  • Calamos Global Dynamic Income Fund made up 0.2% of Blue Bell Private Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Blue Bell Private Wealth Management first reported a position in Calamos Global Dynamic Income Fund in Q4 2014 and has held it in 17 quarters since.
  • 103 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.