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 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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Adapt Wealth Advisors Atlanta, Georgia $276M AUM 14.93% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return