IA
CHW

IFP Advisors’s Calamos Global Dynamic Income Fund CHW Stock Holding History

IFP Advisors’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 		$14.4K Buy
1,616
+28
+2% +$238 ﹤0.01% 3175
2026
Q1 		$11.5K Sell
1,588
-1,459
-48% -$11.4K ﹤0.01% 3085
2025
Q4 		$22.6K Buy
3,047
+61
+2% +$455 ﹤0.01% 2668
2025
Q3 		$22.5K Buy
2,986
+60
+2% +$436 ﹤0.01% 2520
2025
Q2 		$20.9K Buy
2,926
+66
+2% +$433 ﹤0.01% 2526
2025
Q1 		$18.3K Buy
2,860
+63
+2% +$427 ﹤0.01% 2324
2024
Q4 		$18.9K Buy
2,797
+58
+2% +$410 ﹤0.01% 2274
2024
Q3 		$19.6K Buy
2,739
+59
+2% +$408 ﹤0.01% 2157
2024
Q2 		$18.4K Buy
2,680
+59
+2% +$391 ﹤0.01% 2125
2024
Q1 		$17.1K Buy
2,621
+64
+3% +$390 ﹤0.01% 2046
2023
Q4 		$14.8K Buy
2,557
+68
+3% +$376 ﹤0.01% 2037
2023
Q3 		$13.8K Buy
2,489
+61
+3% +$364 ﹤0.01% 2119
2023
Q2 		$14.6K Buy
2,428
+60
+3% +$353 ﹤0.01% 2157
2023
Q1 		$21.6K Sell
2,368
-2,185
-48% -$13.2K ﹤0.01% 1986
2022
Q4 		$41K Buy
4,553
+59
+1% +$345 ﹤0.01% 2362
2022
Q3 		$41K Buy
4,494
+65
+1% +$463 ﹤0.01% 2520
2022
Q2 		$40K Hold
4,429
– – ﹤0.01% 2312
2022
Q1 		$40K Buy
+4,429
New +$40.1K ﹤0.01% 2312
2019
Q1 		– Sell
-3,635
Closed -$23K – 2512
2018
Q4 		$23K Buy
+3,635
New +$27.5K ﹤0.01% 2041
2018
Q3 		– Sell
-1,000
Closed -$9K – 3843
2018
Q2 		$9K Hold
1,000
– – ﹤0.01% 2948
2018
Q1 		$9K Hold
1,000
– – ﹤0.01% 2832
2017
Q4 		$9K Sell
1,000
-1,624
-62% -$14.8K ﹤0.01% 2877
2017
Q3 		$24K Sell
2,624
-1,200
-31% -$10.5K ﹤0.01% 2472
2017
Q2 		$33K Hold
3,824
– – ﹤0.01% 2247
2017
Q1 		$30K Sell
3,824
-1,400
-27% -$10.5K ﹤0.01% 2234
2016
Q4 		$36K Hold
5,224
– – ﹤0.01% 2069
2016
Q3 		$39K Hold
5,224
– – ﹤0.01% 1969
2016
Q2 		$37K Buy
+5,224
New +$36.6K ﹤0.01% 1950
2016
Q1 		– Sell
-6,129
Closed -$44K – 2518
2015
Q4 		$44K Buy
+6,129
New +$45.2K ﹤0.01% 1689

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

IFP Advisors's CHW Position: Q2 2026 in Review

IFP Advisors increased its Calamos Global Dynamic Income Fund (CHW) stake by 1.8% in Q2 2026, buying an estimated $238 and bringing the position to 1,616 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3175.

IFP Advisors first reported a position in CHW in Q4 2015 and has held it in 29 quarters since. The position peaked at $44K in Q4 2015. 103 funds tracked by Wall St. Rank hold CHW as of Q2 2026.

  • IFP Advisors held 1,616 shares of Calamos Global Dynamic Income Fund worth $14.4K as of Q2 2026.
  • IFP Advisors bought 28 Calamos Global Dynamic Income Fund shares in Q2 2026, an estimated $238.
  • Calamos Global Dynamic Income Fund made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #3175 holding.
  • IFP Advisors first reported a position in Calamos Global Dynamic Income Fund in Q4 2015 and has held it in 29 quarters since.
  • IFP Advisors's Calamos Global Dynamic Income Fund position peaked at $44K in Q4 2015.
  • 103 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.