IFG
CHW

Independent Financial Group’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Independent Financial 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
Q4 		– Sell
-27,811
Closed -$199K – 1171
2024
Q3 		$199K Sell
27,811
-3,000
-10% -$20.8K 0.01% 1078
2024
Q2 		$211K Hold
30,811
– – 0.01% 1002
2024
Q1 		$201K Sell
30,811
-6,750
-18% -$41.2K 0.01% 955
2023
Q4 		$217K Buy
37,561
+1,091
+3% +$6.04K 0.01% 858
2023
Q3 		$202K Sell
36,470
-4,000
-10% -$23.8K 0.01% 830
2023
Q2 		$244K Sell
40,470
-1,500
-4% -$8.84K 0.02% 745
2023
Q1 		$251K Buy
41,970
+100
+0.2% +$605 0.02% 690
2022
Q4 		$234K Buy
41,870
+2,022
+5% +$11.8K 0.02% 666
2022
Q3 		$242K Buy
39,848
+2,000
+5% +$14.2K 0.02% 608
2022
Q2 		$258K Buy
37,848
+6,000
+19% +$46.1K 0.03% 547
2022
Q1 		$283K Buy
31,848
+9,000
+39% +$81.5K 0.02% 618
2021
Q4 		$228K Buy
22,848
+98
+0.4% +$988 0.02% 685
2021
Q3 		$218K Sell
22,750
-300
-1% -$3.2K 0.02% 639
2021
Q2 		$253K Buy
23,050
+1,000
+5% +$10.6K 0.03% 585
2021
Q1 		$225K Buy
+22,050
New +$219K 0.03% 556

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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

Independent Financial Group's CHW Position: Q4 2024 in Review

Independent Financial Group sold out of Calamos Global Dynamic Income Fund (CHW) in Q4 2024, closing a stake of 27,811 shares — an estimated $199K sold.

Independent Financial Group first reported a position in CHW in Q1 2021 and held it in 15 quarters. The position peaked at $283K in Q1 2022. 93 funds tracked by Wall St. Rank hold CHW as of Q4 2024.

  • Independent Financial Group reported no remaining Calamos Global Dynamic Income Fund position as of Q4 2024 after selling out during the quarter.
  • Independent Financial Group sold 27,811 Calamos Global Dynamic Income Fund shares in Q4 2024, an estimated $199K.
  • Independent Financial Group first reported a position in Calamos Global Dynamic Income Fund in Q1 2021 and held it in 15 quarters.
  • Independent Financial Group's Calamos Global Dynamic Income Fund position peaked at $283K in Q1 2022.
  • 93 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q4 2024.

Based on Independent Financial Group's 13F filing for Q4 2024, filed 12 Jun 2026.