IMT
CHW

Investment Management Trust’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Investment Management Trust’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 		$438K Sell
49,118
-190
-0.4% -$1.61K 0.39% 53
2026
Q1 		$358K Buy
+49,308
New +$384K 0.35% 57

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

Investment Management Trust's CHW Position: Q2 2026 in Review

Investment Management Trust reduced its Calamos Global Dynamic Income Fund (CHW) stake by 0.39% in Q2 2026, selling an estimated $1.61K and leaving 49,118 shares worth $438K. The position accounts for 0.39% of the portfolio, ranked #53.

Investment Management Trust first reported a position in CHW in Q1 2026 and has held it in 2 quarters since. 104 funds tracked by Wall St. Rank hold CHW as of Q2 2026.

  • Investment Management Trust held 49,118 shares of Calamos Global Dynamic Income Fund worth $438K as of Q2 2026.
  • Investment Management Trust sold 190 Calamos Global Dynamic Income Fund shares in Q2 2026, an estimated $1.61K.
  • Calamos Global Dynamic Income Fund made up 0.39% of Investment Management Trust's portfolio in Q2 2026, its #53 holding.
  • Investment Management Trust first reported a position in Calamos Global Dynamic Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 104 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2026.

Based on Investment Management Trust's 13F filing for Q2 2026, filed 11 Aug 2026.