Equitable Holdings’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Equitable Holdings’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
2025 Q2	–	Sell	-10,000	Closed	-$63.9K	–	1462
2025 Q1	$63.9K	Hold	10,000	–	–	﹤0.01%	1314
2024 Q4	$67.5K	Hold	10,000	–	–	﹤0.01%	1243
2024 Q3	$71.7K	Hold	10,000	–	–	﹤0.01%	1240
2024 Q2	$68.6K	Hold	10,000	–	–	﹤0.01%	1188
2024 Q1	$65.1K	Hold	10,000	–	–	﹤0.01%	1140
2023 Q4	$57.7K	Hold	10,000	–	–	﹤0.01%	1107
2023 Q3	$55.4K	Sell	10,000 -2,000	-17%	-$11.9K	﹤0.01%	1052
2023 Q2	$72.2K	Hold	12,000	–	–	﹤0.01%	1023
2023 Q1	$71.8K	Hold	12,000	–	–	﹤0.01%	965
2022 Q4	$67K	Hold	12,000	–	–	﹤0.01%	891
2022 Q3	$73K	Sell	12,000 -2,068	-15%	-$14.7K	﹤0.01%	857
2022 Q2	$96K	Sell	14,068 -1,645	-10%	-$12.6K	﹤0.01%	843
2022 Q1	$140K	Sell	15,713 -7,000	-31%	-$63.4K	﹤0.01%	856
2021 Q4	$226K	Buy	22,713 +2,068	+10%	+$20.9K	﹤0.01%	791
2021 Q3	$198K	Buy	+20,645	New	+$220K	﹤0.01%	808

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

Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 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

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Equitable Holdings's CHW Position: Q2 2025 in Review

Equitable Holdings sold out of Calamos Global Dynamic Income Fund (CHW) in Q2 2025, closing a stake of 10,000 shares — an estimated $63.9K sold.

Equitable Holdings first reported a position in CHW in Q3 2021 and held it in 15 quarters. The position peaked at $226K in Q4 2021. 96 funds tracked by Wall St. Rank hold CHW as of Q2 2025.

Equitable Holdings reported no remaining Calamos Global Dynamic Income Fund position as of Q2 2025 after selling out during the quarter.
Equitable Holdings sold 10,000 Calamos Global Dynamic Income Fund shares in Q2 2025, an estimated $63.9K.
Equitable Holdings first reported a position in Calamos Global Dynamic Income Fund in Q3 2021 and held it in 15 quarters.
Equitable Holdings's Calamos Global Dynamic Income Fund position peaked at $226K in Q4 2021.
96 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2025.

Based on Equitable Holdings's 13F filing for Q2 2025, filed 15 Aug 2025.