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 Q2	$653K	Buy	73,280 +5,300	+8%	+$45K	0.01%	519
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 $1.89T 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 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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Dakota Wealth Management's CHW Position: Q2 2026 in Review

Dakota Wealth Management increased its Calamos Global Dynamic Income Fund (CHW) stake by 7.8% in Q2 2026, buying an estimated $45K and bringing the position to 73,280 shares worth $653K. The position accounts for 0.01% of the portfolio, ranked #519.

Dakota Wealth Management first reported a position in CHW in Q1 2024 and has held it in 10 quarters since. 103 funds tracked by Wall St. Rank hold CHW as of Q2 2026.

Dakota Wealth Management held 73,280 shares of Calamos Global Dynamic Income Fund worth $653K as of Q2 2026.
Dakota Wealth Management bought 5,300 Calamos Global Dynamic Income Fund shares in Q2 2026, an estimated $45K.
Calamos Global Dynamic Income Fund made up 0.01% of Dakota Wealth Management's portfolio in Q2 2026, its #519 holding.
Dakota Wealth Management first reported a position in Calamos Global Dynamic Income Fund in Q1 2024 and has held it in 10 quarters since.
103 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2026.

Based on Dakota Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.