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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Focus Partners Wealth's CHW Position: Q1 2026 in Review

Focus Partners Wealth reduced its Calamos Global Dynamic Income Fund (CHW) stake by 3.2% in Q1 2026, selling an estimated $21.5K and leaving 83,720 shares worth $608K. The position accounts for ﹤0.01% of the portfolio, ranked #1839.

Focus Partners Wealth first reported a position in CHW in Q4 2023 and has held it in 10 quarters since. The position peaked at $629K in Q4 2025. 100 funds tracked by Wall St. Rank hold CHW as of Q1 2026.

Focus Partners Wealth held 83,720 shares of Calamos Global Dynamic Income Fund worth $608K as of Q1 2026.
Focus Partners Wealth sold 2,756 Calamos Global Dynamic Income Fund shares in Q1 2026, an estimated $21.5K.
Calamos Global Dynamic Income Fund made up ﹤0.01% of Focus Partners Wealth's portfolio in Q1 2026, its #1839 holding.
Focus Partners Wealth first reported a position in Calamos Global Dynamic Income Fund in Q4 2023 and has held it in 10 quarters since.
Focus Partners Wealth's Calamos Global Dynamic Income Fund position peaked at $629K in Q4 2025.
100 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.