First Heartland Consultants’s Calamos Global Dynamic Income Fund CHW Stock Holding History

First Heartland Consultants’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 Q3	–	Sell	-13,617	Closed	-$97.1K	–	524
2025 Q2	$97.1K	Buy	13,617 +45	+0.3%	+$296	0.01%	498
2025 Q1	$86.7K	Buy	13,572 +42	+0.3%	+$285	0.01%	435
2024 Q4	$81.3K	Buy	13,530 +28	+0.2%	+$198	0.01%	441
2024 Q3	$97K	Buy	13,502 +52	+0.4%	+$360	0.01%	449
2024 Q2	$92	Buy	13,450 +823	+7%	+$5.45K	0.01%	438
2024 Q1	$82K	Buy	+12,627	New	+$77K	0.01%	418
2015 Q1	–	Sell	-14,650	Closed	-$135K	–	257
2014 Q4	$135K	Sell	14,650 -1,650	-10%	-$14.6K	0.06%	237
2014 Q3	$151K	Buy	16,300 +1,650	+11%	+$15.8K	0.07%	237
2014 Q2	$144K	Buy	+14,650	New	+$137K	0.07%	242

Other funds holding CHW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Pathstone Holdings

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Saba Capital Management New York $3.12B AUM 13% 1-Year Est. Return