EPW
CHW

Evolve Private Wealth’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Evolve Private Wealth’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 		$427K Buy
58,770
+645
+1% +$5.03K 0.02% 647
2025
Q4 		$434K Buy
+58,125
New +$434K 0.03% 583

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AAM
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
AWA
Adapt Wealth Advisors Atlanta, Georgia $276M AUM 14.93% 1-Year Est. Return

Evolve Private Wealth's CHW Position: Q1 2026 in Review

Evolve Private Wealth increased its Calamos Global Dynamic Income Fund (CHW) stake by 1.1% in Q1 2026, buying an estimated $5.03K and bringing the position to 58,770 shares worth $427K. The position accounts for 0.02% of the portfolio, ranked #647.

Evolve Private Wealth first reported a position in CHW in Q4 2025 and has held it in 2 quarters since. The position peaked at $434K in Q4 2025. 100 funds tracked by Wall St. Rank hold CHW as of Q1 2026.

  • Evolve Private Wealth held 58,770 shares of Calamos Global Dynamic Income Fund worth $427K as of Q1 2026.
  • Evolve Private Wealth bought 645 Calamos Global Dynamic Income Fund shares in Q1 2026, an estimated $5.03K.
  • Calamos Global Dynamic Income Fund made up 0.02% of Evolve Private Wealth's portfolio in Q1 2026, its #647 holding.
  • Evolve Private Wealth first reported a position in Calamos Global Dynamic Income Fund in Q4 2025 and has held it in 2 quarters since.
  • Evolve Private Wealth's Calamos Global Dynamic Income Fund position peaked at $434K in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.