Cetera Investment Advisers
CHW

Cetera Investment Advisers’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Cetera Investment Advisers’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 		$193K Sell
21,615
-46,511
-68% -$395K ﹤0.01% 4505
2026
Q1 		$495K Buy
68,126
+54,159
+388% +$422K ﹤0.01% 3525
2025
Q4 		$103K Sell
13,967
-675
-5% -$5.04K ﹤0.01% 4389
2025
Q3 		$110K Buy
14,642
+15
+0.1% +$109 ﹤0.01% 4306
2025
Q2 		$104K Buy
14,627
+648
+5% +$4.26K ﹤0.01% 3880
2025
Q1 		$89.3K Sell
13,979
-598
-4% -$4.06K ﹤0.01% 3796
2024
Q4 		$98.4K Sell
14,577
-1,938
-12% -$13.7K ﹤0.01% 3582
2024
Q3 		$118K Sell
16,515
-6,702
-29% -$46.4K ﹤0.01% 3506
2024
Q2 		$159K Sell
23,217
-1,629
-7% -$10.8K ﹤0.01% 3423
2024
Q1 		$162K Buy
+24,846
New +$152K ﹤0.01% 3407
2023
Q3 		– Sell
-16,212
Closed -$97.6K – 2221
2023
Q2 		$97.6K Sell
16,212
-2,576
-14% -$15.2K ﹤0.01% 2093
2023
Q1 		$112K Sell
18,788
-3,000
-14% -$18.2K ﹤0.01% 2051
2022
Q4 		$122K Buy
21,788
+7,200
+49% +$42.1K ﹤0.01% 1976
2022
Q3 		$89K Sell
14,588
-7,629
-34% -$54.3K ﹤0.01% 1593
2022
Q2 		$152K Buy
22,217
+2,200
+11% +$16.9K ﹤0.01% 1696
2022
Q1 		$178K Buy
20,017
+127
+0.6% +$1.15K ﹤0.01% 1739
2021
Q4 		$198K Buy
19,890
+938
+5% +$9.46K ﹤0.01% 1743
2021
Q3 		$181K Buy
18,952
+449
+2% +$4.78K ﹤0.01% 1683
2021
Q2 		$203K Buy
18,503
+1,761
+11% +$18.7K ﹤0.01% 1664
2021
Q1 		$171K Buy
+16,742
New +$166K ﹤0.01% 1512

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

Cetera Investment Advisers's CHW Position: Q2 2026 in Review

Cetera Investment Advisers reduced its Calamos Global Dynamic Income Fund (CHW) stake by 68% in Q2 2026, selling an estimated $395K and leaving 21,615 shares worth $193K. The position accounts for ﹤0.01% of the portfolio, ranked #4505.

Cetera Investment Advisers first reported a position in CHW in Q1 2021 and has held it in 20 quarters since. The position peaked at $495K in Q1 2026. 103 funds tracked by Wall St. Rank hold CHW as of Q2 2026.

  • Cetera Investment Advisers held 21,615 shares of Calamos Global Dynamic Income Fund worth $193K as of Q2 2026.
  • Cetera Investment Advisers sold 46,511 Calamos Global Dynamic Income Fund shares in Q2 2026, an estimated $395K.
  • Calamos Global Dynamic Income Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #4505 holding.
  • Cetera Investment Advisers first reported a position in Calamos Global Dynamic Income Fund in Q1 2021 and has held it in 20 quarters since.
  • Cetera Investment Advisers's Calamos Global Dynamic Income Fund position peaked at $495K in Q1 2026.
  • 103 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.