Focus Partners Wealth
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Focus Partners Wealth’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Focus Partners 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
Q2 		$720K Sell
80,805
-2,915
-3% -$24.7K ﹤0.01% 1782
2026
Q1 		$608K Sell
83,720
-2,756
-3% -$21.5K ﹤0.01% 1839
2025
Q4 		$629K Buy
86,476
+46,299
+115% +$346K ﹤0.01% 1850
2025
Q3 		$303K Sell
40,177
-894
-2% -$6.5K ﹤0.01% 1837
2025
Q2 		$293K Sell
41,071
-3,420
-8% -$22.5K ﹤0.01% 1691
2025
Q1 		$284K Sell
44,491
-803
-2% -$5.45K ﹤0.01% 1605
2024
Q4 		$306K Sell
45,294
-4,458
-9% -$31.5K ﹤0.01% 1542
2024
Q3 		$357K Sell
49,752
-1,140
-2% -$7.89K ﹤0.01% 1271
2024
Q2 		$349K Sell
50,892
-4,133
-8% -$27.4K ﹤0.01% 1027
2024
Q1 		$358K Buy
55,025
+5,243
+11% +$32K ﹤0.01% 796
2023
Q4 		$287K Buy
+49,782
New +$276K ﹤0.01% 680

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

Focus Partners Wealth's CHW Position: Q2 2026 in Review

Focus Partners Wealth reduced its Calamos Global Dynamic Income Fund (CHW) stake by 3.5% in Q2 2026, selling an estimated $24.7K and leaving 80,805 shares worth $720K. The position accounts for ﹤0.01% of the portfolio, ranked #1782.

Focus Partners Wealth first reported a position in CHW in Q4 2023 and has held it in 11 quarters since. 103 funds tracked by Wall St. Rank hold CHW as of Q2 2026.

  • Focus Partners Wealth held 80,805 shares of Calamos Global Dynamic Income Fund worth $720K as of Q2 2026.
  • Focus Partners Wealth sold 2,915 Calamos Global Dynamic Income Fund shares in Q2 2026, an estimated $24.7K.
  • Calamos Global Dynamic Income Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #1782 holding.
  • Focus Partners Wealth first reported a position in Calamos Global Dynamic Income Fund in Q4 2023 and has held it in 11 quarters since.
  • 103 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.