Corient Private Wealth
CHW

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

Corient Private Wealth’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 		– Sell
-13,510
Closed -$98.1K – 3074
2026
Q1 		$98.1K Sell
13,510
-11,490
-46% -$89.5K ﹤0.01% 2695
2025
Q4 		$185K Buy
+25,000
New +$187K ﹤0.01% 2446

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

Corient Private Wealth's CHW Position: Q2 2026 in Review

Corient Private Wealth sold out of Calamos Global Dynamic Income Fund (CHW) in Q2 2026, closing a stake of 13,510 shares — an estimated $98.1K sold.

Corient Private Wealth first reported a position in CHW in Q4 2025 and held it in 2 quarters. The position peaked at $185K in Q4 2025. 103 funds tracked by Wall St. Rank hold CHW as of Q2 2026.

  • Corient Private Wealth reported no remaining Calamos Global Dynamic Income Fund position as of Q2 2026 after selling out during the quarter.
  • Corient Private Wealth sold 13,510 Calamos Global Dynamic Income Fund shares in Q2 2026, an estimated $98.1K.
  • Corient Private Wealth first reported a position in Calamos Global Dynamic Income Fund in Q4 2025 and held it in 2 quarters.
  • Corient Private Wealth's Calamos Global Dynamic Income Fund position peaked at $185K in Q4 2025.
  • 103 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.