KIM
CHW

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

Karpus Investment Management’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 		$21.9M Buy
2,460,540
+269,121
+12% +$2.28M 0.63% 36
2026
Q1 		$15.9M Buy
2,191,419
+249,531
+13% +$1.94M 0.5% 52
2025
Q4 		$14.4M Buy
1,941,888
+276,130
+17% +$2.06M 0.44% 61
2025
Q3 		$12.6M Buy
1,665,758
+9,572
+0.6% +$69.6K 0.4% 66
2025
Q2 		$11.8M Buy
1,656,186
+310,155
+23% +$2.04M 0.38% 70
2025
Q1 		$8.6M Buy
1,346,031
+340,570
+34% +$2.31M 0.28% 91
2024
Q4 		$6.79M Buy
1,005,461
+41,327
+4% +$292K 0.2% 104
2024
Q3 		$6.91M Buy
964,134
+226,713
+31% +$1.57M 0.19% 109
2024
Q2 		$5.06M Buy
737,421
+50,373
+7% +$334K 0.14% 111
2024
Q1 		$4.47M Buy
687,048
+623,778
+986% +$3.8M 0.13% 120
2023
Q4 		$365K Buy
+63,270
New +$350K 0.01% 233

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

Karpus Investment Management increased its Calamos Global Dynamic Income Fund (CHW) stake by 12% in Q2 2026, buying an estimated $2.28M and bringing the position to 2,460,540 shares worth $21.9M. The position accounts for 0.63% of the portfolio, ranked #36.

Karpus Investment Management first reported a position in CHW in Q4 2023 and has held it in 11 quarters since. 103 funds tracked by Wall St. Rank hold CHW as of Q2 2026.

  • Karpus Investment Management held 2,460,540 shares of Calamos Global Dynamic Income Fund worth $21.9M as of Q2 2026.
  • Karpus Investment Management bought 269,121 Calamos Global Dynamic Income Fund shares in Q2 2026, an estimated $2.28M.
  • Calamos Global Dynamic Income Fund made up 0.63% of Karpus Investment Management's portfolio in Q2 2026, its #36 holding.
  • Karpus Investment Management first reported a position in Calamos Global Dynamic Income Fund in Q4 2023 and has held it in 11 quarters since.
  • 103 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2026.

Based on Karpus Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.