Cerity Partners
CHW

Cerity Partners’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Cerity Partners’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 		– Sell
-202,773
Closed -$1.5M – 3273
2025
Q4 		$1.5M Buy
+202,773
New +$1.51M ﹤0.01% 1500

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
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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
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
AWA
Adapt Wealth Advisors Atlanta, Georgia $306M AUM 30.17% 1-Year Est. Return

Cerity Partners's CHW Position: Q1 2026 in Review

Cerity Partners sold out of Calamos Global Dynamic Income Fund (CHW) in Q1 2026, closing a stake of 202,773 shares — an estimated $1.5M sold.

Cerity Partners first reported a position in CHW in Q4 2025 and held it in 1 quarter. The position peaked at $1.5M in Q4 2025. 100 funds tracked by Wall St. Rank hold CHW as of Q1 2026.

  • Cerity Partners reported no remaining Calamos Global Dynamic Income Fund position as of Q1 2026 after selling out during the quarter.
  • Cerity Partners sold 202,773 Calamos Global Dynamic Income Fund shares in Q1 2026, an estimated $1.5M.
  • Cerity Partners first reported a position in Calamos Global Dynamic Income Fund in Q4 2025 and held it in 1 quarter.
  • Cerity Partners's Calamos Global Dynamic Income Fund position peaked at $1.5M in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.