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

Dakota 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
2026 Q1	$494K	Buy	67,980 +4,345	+7%	+$33.9K	0.01%	547
2025 Q4	$472K	Buy	63,635 +715	+1%	+$5.34K	0.01%	568
2025 Q3	$474K	Sell	62,920 -1,500	-2%	-$10.9K	0.01%	488
2025 Q2	$459K	Buy	64,420 +4,500	+8%	+$29.6K	0.01%	532
2025 Q1	$383K	Buy	59,920 +420	+0.7%	+$2.85K	0.01%	566
2024 Q4	$402K	Hold	59,500	–	–	0.01%	546
2024 Q3	$427K	Buy	59,500 +1,760	+3%	+$12.2K	0.01%	529
2024 Q2	$396K	Buy	57,740 +250	+0.4%	+$1.66K	0.01%	537
2024 Q1	$374K	Buy	+57,490	New	+$351K	0.01%	543

Other funds holding CHW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Pathstone Holdings

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Adapt Wealth Advisors Atlanta, Georgia $276M AUM 14.93% 1-Year Est. Return