EverSource Wealth Advisors’s Calamos Global Dynamic Income Fund CHW Stock Holding History

EverSource Wealth Advisors’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	$22.3K	Hold	2,500	–	–	﹤0.01%	2356
2026 Q1	$18.1K	Hold	2,500	–	–	﹤0.01%	2567
2025 Q4	$18.5K	Hold	2,500	–	–	﹤0.01%	2434
2025 Q3	$18.9K	Hold	2,500	–	–	﹤0.01%	2401
2025 Q2	$17.8K	Hold	2,500	–	–	﹤0.01%	2386
2025 Q1	$16K	Sell	2,500 -1,059	-30%	-$7.18K	﹤0.01%	1823
2024 Q4	$24K	Sell	3,559 -964	-21%	-$6.81K	﹤0.01%	1526
2024 Q3	$32.4K	Buy	4,523 +29	+0.6%	+$201	﹤0.01%	1254
2024 Q2	$30.9K	Buy	4,494 +43	+1%	+$285	﹤0.01%	1308
2024 Q1	$28.4K	Buy	4,451 +62	+1%	+$378	﹤0.01%	1208
2023 Q4	$25.3K	Buy	4,389 +50	+1%	+$277	﹤0.01%	1136
2023 Q3	$24K	Buy	4,339 +31	+0.7%	+$185	﹤0.01%	1058
2023 Q2	$25.9K	Hold	4,308	–	–	﹤0.01%	1050
2023 Q1	$25.8K	Buy	4,308 +2,500	+138%	+$15.1K	﹤0.01%	995
2022 Q4	$10.1K	Buy	+1,808	New	+$10.6K	﹤0.01%	1330

Other funds holding CHW

SFS

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

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $802M AUM 22.13% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SCM

Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

EverSource Wealth Advisors's CHW Position: Q2 2026 in Review

EverSource Wealth Advisors held its Calamos Global Dynamic Income Fund (CHW) position steady in Q2 2026 at 2,500 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #2356.

EverSource Wealth Advisors first reported a position in CHW in Q4 2022 and has held it in 15 quarters since. The position peaked at $32.4K in Q3 2024. 47 funds tracked by Wall St. Rank hold CHW as of Q2 2026.

EverSource Wealth Advisors held 2,500 shares of Calamos Global Dynamic Income Fund worth $22.3K as of Q2 2026.
EverSource Wealth Advisors left its Calamos Global Dynamic Income Fund share count unchanged in Q2 2026.
Calamos Global Dynamic Income Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2356 holding.
EverSource Wealth Advisors first reported a position in Calamos Global Dynamic Income Fund in Q4 2022 and has held it in 15 quarters since.
EverSource Wealth Advisors's Calamos Global Dynamic Income Fund position peaked at $32.4K in Q3 2024.
47 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.