Kovitz Investment Group Partners
CHW

Kovitz Investment Group Partners’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-45,399
Closed -$342K – 599
2025
Q3 		$342K Buy
45,399
+6
+0% +$44 ﹤0.01% 1155
2025
Q2 		$324K Buy
45,393
+8
+0% +$53 ﹤0.01% 1112
2025
Q1 		$290K Buy
45,385
+6
+0% +$41 ﹤0.01% 1067
2024
Q4 		$306K Buy
+45,379
New +$321K ﹤0.01% 1037

Other funds holding CHW

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

Kovitz Investment Group Partners's CHW Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Calamos Global Dynamic Income Fund (CHW) in Q4 2025, closing a stake of 45,399 shares — an estimated $342K sold.

Kovitz Investment Group Partners first reported a position in CHW in Q4 2024 and held it in 4 quarters. The position peaked at $342K in Q3 2025. 94 funds tracked by Wall St. Rank hold CHW as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Calamos Global Dynamic Income Fund position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 45,399 Calamos Global Dynamic Income Fund shares in Q4 2025, an estimated $342K.
  • Kovitz Investment Group Partners first reported a position in Calamos Global Dynamic Income Fund in Q4 2024 and held it in 4 quarters.
  • Kovitz Investment Group Partners's Calamos Global Dynamic Income Fund position peaked at $342K in Q3 2025.
  • 94 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.