BFC Planning, Inc.’s Calamos Global Dynamic Income Fund CHW Stock Holding History

BFC Planning, Inc.’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	$195K	Buy	21,846 +3,300	+18%	+$28K	0.01%	941
2026 Q1	$135K	Buy	18,546 +1,281	+7%	+$10K	0.01%	1016
2025 Q4	$128K	Hold	17,265	–	–	0.01%	1034
2025 Q3	$130K	Hold	17,265	–	–	0.01%	825
2025 Q2	$123K	Hold	17,265	–	–	0.01%	800
2025 Q1	$110K	Hold	17,265	–	–	0.01%	825
2024 Q4	$117K	Buy	+17,265	New	+$122K	0.01%	797

Other funds holding CHW

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BFC Planning, Inc.'s CHW Position: Q2 2026 in Review

BFC Planning, Inc. increased its Calamos Global Dynamic Income Fund (CHW) stake by 18% in Q2 2026, buying an estimated $28K and bringing the position to 21,846 shares worth $195K. The position accounts for 0.01% of the portfolio, ranked #941.

BFC Planning, Inc. first reported a position in CHW in Q4 2024 and has held it in 7 quarters since. 105 funds tracked by Wall St. Rank hold CHW as of Q2 2026.

BFC Planning, Inc. held 21,846 shares of Calamos Global Dynamic Income Fund worth $195K as of Q2 2026.
BFC Planning, Inc. bought 3,300 Calamos Global Dynamic Income Fund shares in Q2 2026, an estimated $28K.
Calamos Global Dynamic Income Fund made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #941 holding.
BFC Planning, Inc. first reported a position in Calamos Global Dynamic Income Fund in Q4 2024 and has held it in 7 quarters since.
105 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.