Brookstone Capital Management
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Brookstone Capital Management’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Brookstone Capital 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
Q3 		$593K Buy
73,427
+4,263
+6% +$36.2K 0.01% 878
2026
Q2 		$616K Buy
69,164
+8,847
+15% +$75.1K 0.01% 870
2026
Q1 		$438K Buy
60,317
+1,162
+2% +$9.06K 0.01% 907
2025
Q4 		$438K Buy
59,155
+3,869
+7% +$28.9K 0.01% 882
2025
Q3 		$417K Buy
55,286
+11,439
+26% +$83.2K 0.01% 860
2025
Q2 		$313K Buy
43,847
+5,875
+15% +$38.6K ﹤0.01% 882
2025
Q1 		$243K Buy
37,972
+2,906
+8% +$19.7K ﹤0.01% 927
2024
Q4 		$237K Sell
35,066
-98
-0.3% -$693 ﹤0.01% 899
2024
Q3 		$252K Buy
35,164
+559
+2% +$3.87K ﹤0.01% 889
2024
Q2 		$244K Buy
34,605
+929
+3% +$6.16K ﹤0.01% 854
2024
Q1 		$219K Buy
33,676
+6,406
+23% +$39.1K ﹤0.01% 857
2023
Q4 		$157K Buy
27,270
+8,221
+43% +$45.5K ﹤0.01% 839
2023
Q3 		$102K Buy
+19,049
New +$114K ﹤0.01% 802

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.34B AUM 3.39% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $36.2B AUM 20.53% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Adapt Wealth Advisors
Adapt Wealth Advisors Atlanta, Georgia $291M AUM 21.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Brookstone Capital Management's CHW Position: Q3 2026 in Review

Brookstone Capital Management increased its Calamos Global Dynamic Income Fund (CHW) stake by 6.2% in Q3 2026, buying an estimated $36.2K and bringing the position to 73,427 shares worth $593K. The position accounts for 0.01% of the portfolio, ranked #878.

Brookstone Capital Management first reported a position in CHW in Q3 2023 and has held it in 13 quarters since. The position peaked at $616K in Q2 2026. 85 funds tracked by Wall St. Rank hold CHW as of Q3 2026.

  • Brookstone Capital Management held 73,427 shares of Calamos Global Dynamic Income Fund worth $593K as of Q3 2026.
  • Brookstone Capital Management bought 4,263 Calamos Global Dynamic Income Fund shares in Q3 2026, an estimated $36.2K.
  • Calamos Global Dynamic Income Fund made up 0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #878 holding.
  • Brookstone Capital Management first reported a position in Calamos Global Dynamic Income Fund in Q3 2023 and has held it in 13 quarters since.
  • Brookstone Capital Management's Calamos Global Dynamic Income Fund position peaked at $616K in Q2 2026.
  • 85 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.