Integrated Wealth Concepts’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Integrated Wealth Concepts’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	$245K	Buy	27,539 +1,014	+4%	+$8.61K	﹤0.01%	2108
2026 Q1	$193K	Hold	26,525	–	–	﹤0.01%	2124
2025 Q4	$197K	Sell	26,525 -1	-0%	-$7	﹤0.01%	1533
2025 Q3	$200K	Buy	26,526 +1	+0%	+$7	﹤0.01%	1861
2025 Q2	$189K	Buy	+26,525	New	+$174K	﹤0.01%	1785

Other funds holding CHW

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 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

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Integrated Wealth Concepts's CHW Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Calamos Global Dynamic Income Fund (CHW) stake by 3.8% in Q2 2026, buying an estimated $8.61K and bringing the position to 27,539 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #2108.

Integrated Wealth Concepts first reported a position in CHW in Q2 2025 and has held it in 5 quarters since. 103 funds tracked by Wall St. Rank hold CHW as of Q2 2026.

Integrated Wealth Concepts held 27,539 shares of Calamos Global Dynamic Income Fund worth $245K as of Q2 2026.
Integrated Wealth Concepts bought 1,014 Calamos Global Dynamic Income Fund shares in Q2 2026, an estimated $8.61K.
Calamos Global Dynamic Income Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2108 holding.
Integrated Wealth Concepts first reported a position in Calamos Global Dynamic Income Fund in Q2 2025 and has held it in 5 quarters since.
103 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.