Envestnet Asset Management
CHW

Envestnet Asset Management’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Envestnet Asset 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 		$228K Sell
25,644
-54,320
-68% -$461K ﹤0.01% 4583
2026
Q1 		$581K Buy
+79,964
New +$623K ﹤0.01% 3832
2024
Q4 		– Sell
-10,141
Closed -$72.7K – 4315
2024
Q3 		$72.7K Buy
+10,141
New +$70.2K ﹤0.01% 4157
2022
Q1 		– Sell
-34,195
Closed -$341K – 3951
2021
Q4 		$341K Sell
34,195
-3,333
-9% -$33.6K ﹤0.01% 3329
2021
Q3 		$359K Sell
37,528
-4,571
-11% -$48.7K ﹤0.01% 3187
2021
Q2 		$461K Sell
42,099
-2,014
-5% -$21.4K ﹤0.01% 3047
2021
Q1 		$451K Buy
+44,113
New +$438K ﹤0.01% 2901
2018
Q3 		– Sell
-826
Closed -$7K – 1471
2018
Q2 		$7K Buy
826
+629
+319% +$5.75K ﹤0.01% 2600
2018
Q1 		$2K Hold
197
– – ﹤0.01% 2692
2017
Q4 		$2K Buy
+197
New +$1.79K ﹤0.01% 2832
2017
Q3 		– Sell
-197
Closed -$2K – 2923
2017
Q2 		$2K Hold
197
– – ﹤0.01% 2934
2017
Q1 		$2K Hold
197
– – ﹤0.01% 2992
2016
Q4 		$1K Buy
+197
New +$1.41K ﹤0.01% 3022
2016
Q2 		– Sell
-7,424
Closed -$52K – 3078
2016
Q1 		$52K Buy
7,424
+223
+3% +$1.46K ﹤0.01% 2701
2015
Q4 		$52K Sell
7,201
-384
-5% -$2.83K ﹤0.01% 2656
2015
Q3 		$53K Sell
7,585
-4,090
-35% -$32.5K ﹤0.01% 2629
2015
Q2 		$99K Buy
11,675
+1,302
+13% +$11.6K ﹤0.01% 2182
2015
Q1 		$91K Buy
10,373
+7,914
+322% +$69.8K ﹤0.01% 2005
2014
Q4 		$23K Buy
2,459
+198
+9% +$1.75K ﹤0.01% 1684
2014
Q3 		$21K Buy
+2,261
New +$21.7K ﹤0.01% 1856

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

Envestnet Asset Management's CHW Position: Q2 2026 in Review

Envestnet Asset Management reduced its Calamos Global Dynamic Income Fund (CHW) stake by 68% in Q2 2026, selling an estimated $461K and leaving 25,644 shares worth $228K. The position accounts for ﹤0.01% of the portfolio, ranked #4583.

Envestnet Asset Management first reported a position in CHW in Q3 2014 and has held it in 20 quarters since. The position peaked at $581K in Q1 2026. 103 funds tracked by Wall St. Rank hold CHW as of Q2 2026.

  • Envestnet Asset Management held 25,644 shares of Calamos Global Dynamic Income Fund worth $228K as of Q2 2026.
  • Envestnet Asset Management sold 54,320 Calamos Global Dynamic Income Fund shares in Q2 2026, an estimated $461K.
  • Calamos Global Dynamic Income Fund made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4583 holding.
  • Envestnet Asset Management first reported a position in Calamos Global Dynamic Income Fund in Q3 2014 and has held it in 20 quarters since.
  • Envestnet Asset Management's Calamos Global Dynamic Income Fund position peaked at $581K in Q1 2026.
  • 103 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.