CWM
CHW

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

Calamos 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
2025
Q3 		– Sell
-29,748
Closed -$212K – 434
2025
Q2 		$212K Hold
29,748
– – 0.01% 320
2025
Q1 		$190K Hold
29,748
– – 0.01% 300
2024
Q4 		$201K Hold
29,748
– – 0.01% 298
2024
Q3 		$213K Hold
29,748
– – 0.01% 288
2024
Q2 		$204K Hold
29,748
– – 0.01% 283
2024
Q1 		$194K Hold
29,748
– – 0.01% 292
2023
Q4 		$172K Hold
29,748
– – 0.01% 289
2023
Q3 		$165K Hold
29,748
– – 0.01% 308
2023
Q2 		$179K Hold
29,748
– – 0.01% 300
2023
Q1 		$178K Buy
+29,748
New +$180K 0.01% 303
2017
Q3 		– Sell
-16,384
Closed -$140K – 229
2017
Q2 		$140K Hold
16,384
– – 0.02% 206
2017
Q1 		$128K Hold
16,384
– – 0.02% 214
2016
Q4 		$114K Hold
16,384
– – 0.02% 212
2016
Q3 		$123K Hold
16,384
– – 0.02% 203
2016
Q2 		$115K Hold
16,384
– – 0.02% 225
2016
Q1 		$115K Buy
16,384
+516
+3% +$3.38K 0.02% 234
2015
Q4 		$114K Buy
+15,868
New +$117K 0.02% 250

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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $21.8B AUM 28.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Calamos Wealth Management's CHW Position: Q3 2025 in Review

Calamos Wealth Management sold out of Calamos Global Dynamic Income Fund (CHW) in Q3 2025, closing a stake of 29,748 shares — an estimated $212K sold.

Calamos Wealth Management first reported a position in CHW in Q4 2015 and held it in 17 quarters. The position peaked at $213K in Q3 2024. 96 funds tracked by Wall St. Rank hold CHW as of Q3 2025.

  • Calamos Wealth Management reported no remaining Calamos Global Dynamic Income Fund position as of Q3 2025 after selling out during the quarter.
  • Calamos Wealth Management sold 29,748 Calamos Global Dynamic Income Fund shares in Q3 2025, an estimated $212K.
  • Calamos Wealth Management first reported a position in Calamos Global Dynamic Income Fund in Q4 2015 and held it in 17 quarters.
  • Calamos Wealth Management's Calamos Global Dynamic Income Fund position peaked at $213K in Q3 2024.
  • 96 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q3 2025.

Based on Calamos Wealth Management's 13F filing for Q3 2025, filed 20 Oct 2025.