GWSG
CHW

GPS Wealth Strategies Group’s Calamos Global Dynamic Income Fund CHW Stock Holding History

GPS Wealth Strategies Group’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
2024
Q1 		– Sell
-580
Closed -$3.35K – 1258
2023
Q4 		$3.35K Hold
580
– – ﹤0.01% 1055
2023
Q3 		$3.21K Hold
580
– – ﹤0.01% 1054
2023
Q2 		$3.49K Hold
580
– – ﹤0.01% 1043
2023
Q1 		$3.47K Buy
+580
New +$3.51K ﹤0.01% 1037
2022
Q4 		– Sell
-580
Closed -$4K – 284
2022
Q3 		$4K Hold
580
– – ﹤0.01% 917
2022
Q2 		$4K Hold
580
– – ﹤0.01% 910
2022
Q1 		$5K Hold
580
– – ﹤0.01% 835
2021
Q4 		$6K Hold
580
– – ﹤0.01% 822
2021
Q3 		$6K Hold
580
– – ﹤0.01% 799
2021
Q2 		$6K Hold
580
– – ﹤0.01% 821
2021
Q1 		$5K Buy
+580
New +$5.76K ﹤0.01% 766

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
RL
RPO LLC Stamford, Connecticut $30.4M AUM 3.41% 1-Year Est. Return

GPS Wealth Strategies Group's CHW Position: Q1 2024 in Review

GPS Wealth Strategies Group sold out of Calamos Global Dynamic Income Fund (CHW) in Q1 2024, closing a stake of 580 shares — an estimated $3.35K sold.

GPS Wealth Strategies Group first reported a position in CHW in Q1 2021 and held it in 11 quarters. The position peaked at $6K in Q4 2021. 96 funds tracked by Wall St. Rank hold CHW as of Q1 2024.

  • GPS Wealth Strategies Group reported no remaining Calamos Global Dynamic Income Fund position as of Q1 2024 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 580 Calamos Global Dynamic Income Fund shares in Q1 2024, an estimated $3.35K.
  • GPS Wealth Strategies Group first reported a position in Calamos Global Dynamic Income Fund in Q1 2021 and held it in 11 quarters.
  • GPS Wealth Strategies Group's Calamos Global Dynamic Income Fund position peaked at $6K in Q4 2021.
  • 96 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q1 2024.

Based on GPS Wealth Strategies Group's 13F filing for Q1 2024, filed 30 Apr 2024.