J.W. Cole Advisors’s Calamos Global Dynamic Income Fund CHW Stock Holding History

J.W. Cole 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 Q1	–	Sell	-11,742	Closed	-$87K	–	872
2025 Q4	$87K	Sell	11,742 -10,047	-46%	-$75K	﹤0.01%	1389
2025 Q3	$164K	Sell	21,789 -16,686	-43%	-$121K	﹤0.01%	1463
2025 Q2	$274K	Sell	38,475 -5,217	-12%	-$34.3K	0.01%	1188
2025 Q1	$279K	Buy	43,692 +18,111	+71%	+$123K	0.01%	999
2024 Q4	$173K	Buy	25,581 +284	+1%	+$2.01K	0.01%	918
2024 Q3	$181K	Sell	25,297 -5,915	-19%	-$41K	0.01%	907
2024 Q2	$214K	Buy	+31,212	New	+$207K	0.01%	832

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

AWA

Adapt Wealth Advisors Atlanta, Georgia $306M AUM 30.17% 1-Year Est. Return

J.W. Cole Advisors's CHW Position: Q1 2026 in Review

J.W. Cole Advisors sold out of Calamos Global Dynamic Income Fund (CHW) in Q1 2026, closing a stake of 11,742 shares — an estimated $87K sold.

J.W. Cole Advisors first reported a position in CHW in Q2 2024 and held it in 7 quarters. The position peaked at $279K in Q1 2025. 100 funds tracked by Wall St. Rank hold CHW as of Q1 2026.

J.W. Cole Advisors reported no remaining Calamos Global Dynamic Income Fund position as of Q1 2026 after selling out during the quarter.
J.W. Cole Advisors sold 11,742 Calamos Global Dynamic Income Fund shares in Q1 2026, an estimated $87K.
J.W. Cole Advisors first reported a position in Calamos Global Dynamic Income Fund in Q2 2024 and held it in 7 quarters.
J.W. Cole Advisors's Calamos Global Dynamic Income Fund position peaked at $279K in Q1 2025.
100 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q1 2026.

Based on J.W. Cole Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.