CoreCap Advisors
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CoreCap Advisors’s Calamos Global Dynamic Income Fund CHW Stock Holding History

CoreCap Advisors’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 		$241K Buy
29,915
+3,210
+12% +$27.3K 0.01% 780
2026
Q2 		$238K Buy
26,705
+8,800
+49% +$74.7K 0.01% 801
2026
Q1 		$130K Hold
17,905
– – ﹤0.01% 945
2025
Q4 		$133K Hold
17,905
– – ﹤0.01% 932
2025
Q3 		$135K Sell
17,905
-100
-0.6% -$727 ﹤0.01% 934
2025
Q2 		$128K Sell
18,005
-1,500
-8% -$9.85K 0.01% 899
2025
Q1 		$125K Buy
19,505
+1,275
+7% +$8.65K 0.01% 828
2024
Q4 		$123K Hold
18,230
– – 0.01% 858
2024
Q3 		$131K Sell
18,230
-2,580
-12% -$17.9K 0.01% 818
2024
Q2 		$143K Hold
20,810
– – 0.01% 427
2024
Q1 		$135K Hold
20,810
– – 0.01% 743
2023
Q4 		$120K Hold
20,810
– – 0.01% 576
2023
Q3 		$115K Sell
20,810
-4,500
-18% -$26.8K 0.01% 528
2023
Q2 		$152K Buy
+25,310
New +$149K 0.01% 543
2022
Q4 		$158K Sell
28,360
-1,330
-4% -$7.77K 0.01% 590
2022
Q3 		$180K Buy
29,690
+6,060
+26% +$43.1K 0.02% 493
2022
Q2 		$161K Sell
23,630
-13,075
-36% -$100K 0.01% 568
2022
Q1 		$326K Buy
36,705
+4,435
+14% +$40.1K 0.02% 391
2021
Q4 		$322K Buy
+32,270
New +$325K 0.02% 429

Other funds holding CHW

SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CoreCap Advisors's CHW Position: Q3 2026 in Review

CoreCap Advisors increased its Calamos Global Dynamic Income Fund (CHW) stake by 12% in Q3 2026, buying an estimated $27.3K and bringing the position to 29,915 shares worth $241K. The position accounts for 0.01% of the portfolio, ranked #780.

CoreCap Advisors first reported a position in CHW in Q4 2021 and has held it in 19 quarters since. The position peaked at $326K in Q1 2022. 10 funds tracked by Wall St. Rank hold CHW as of Q3 2026.

  • CoreCap Advisors held 29,915 shares of Calamos Global Dynamic Income Fund worth $241K as of Q3 2026.
  • CoreCap Advisors bought 3,210 Calamos Global Dynamic Income Fund shares in Q3 2026, an estimated $27.3K.
  • Calamos Global Dynamic Income Fund made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #780 holding.
  • CoreCap Advisors first reported a position in Calamos Global Dynamic Income Fund in Q4 2021 and has held it in 19 quarters since.
  • CoreCap Advisors's Calamos Global Dynamic Income Fund position peaked at $326K in Q1 2022.
  • 10 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.