JWCA
CHW

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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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 $21.3B AUM 22.13% 1-Year Est. Return
AWA
Adapt Wealth Advisors Atlanta, Georgia $276M AUM 14.93% 1-Year Est. Return