LPL Financial
CHW

LPL Financial’s Calamos Global Dynamic Income Fund CHW Stock Holding History

LPL Financial’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 		$7.26M Sell
1,000,034
-26,611
-3% -$207K ﹤0.01% 2291
2025
Q4 		$7.61M Buy
1,026,645
+25,033
+2% +$187K ﹤0.01% 2175
2025
Q3 		$7.55M Buy
1,001,612
+16,766
+2% +$122K ﹤0.01% 2133
2025
Q2 		$7.02M Buy
984,846
+26,219
+3% +$172K ﹤0.01% 2023
2025
Q1 		$6.13M Buy
958,627
+30,887
+3% +$209K ﹤0.01% 1983
2024
Q4 		$6.26M Buy
927,740
+23,937
+3% +$169K ﹤0.01% 1887
2024
Q3 		$6.48M Sell
903,803
-19,633
-2% -$136K ﹤0.01% 1780
2024
Q2 		$6.33M Sell
923,436
-125
-0% -$828 ﹤0.01% 1681
2024
Q1 		$6.01M Buy
923,561
+7,211
+0.8% +$44K ﹤0.01% 1651
2023
Q4 		$5.29M Buy
916,350
+41,841
+5% +$232K ﹤0.01% 1656
2023
Q3 		$4.84M Buy
874,509
+437,639
+100% +$2.61M ﹤0.01% 1615
2023
Q2 		$2.63M Buy
436,870
+76,145
+21% +$448K ﹤0.01% 2022
2023
Q1 		$2.16M Sell
360,725
-197,930
-35% -$1.2M ﹤0.01% 2088
2022
Q4 		$3.12M Buy
558,655
+160,902
+40% +$940K ﹤0.01% 1750
2022
Q3 		$2.41M Buy
397,753
+71,131
+22% +$506K ﹤0.01% 1836
2022
Q2 		$2.23M Buy
326,622
+16,955
+5% +$130K ﹤0.01% 1947
2022
Q1 		$2.75M Buy
309,667
+62,708
+25% +$568K ﹤0.01% 1819
2021
Q4 		$2.46M Buy
246,959
+43,303
+21% +$437K ﹤0.01% 1935
2021
Q3 		$1.95M Buy
203,656
+11,365
+6% +$121K ﹤0.01% 2070
2021
Q2 		$2.11M Buy
192,291
+9,211
+5% +$97.7K ﹤0.01% 1931
2021
Q1 		$1.87M Buy
183,080
+2,943
+2% +$29.2K ﹤0.01% 1891
2020
Q4 		$1.72M Buy
180,137
+30,101
+20% +$269K ﹤0.01% 1769
2020
Q3 		$1.22M Buy
150,036
+8,255
+6% +$66.2K ﹤0.01% 1781
2020
Q2 		$1.04M Buy
141,781
+2,056
+1% +$13.7K ﹤0.01% 1792
2020
Q1 		$802K Buy
139,725
+7,745
+6% +$60.1K ﹤0.01% 1766
2019
Q4 		$1.15M Buy
131,980
+94,587
+253% +$786K ﹤0.01% 1727
2019
Q3 		$292K Buy
37,393
+6,401
+21% +$50.8K ﹤0.01% 2701
2019
Q2 		$251K Sell
30,992
-47
-0.2% -$381 ﹤0.01% 2846
2019
Q1 		$248K Buy
31,039
+5,320
+21% +$40.7K ﹤0.01% 2781
2018
Q4 		$168K Sell
25,719
-2,779
-10% -$21K ﹤0.01% 2858
2018
Q3 		$258K Buy
28,498
+5,252
+23% +$47.8K ﹤0.01% 2813
2018
Q2 		$209K Buy
23,246
+243
+1% +$2.22K ﹤0.01% 2946
2018
Q1 		$207K Buy
23,003
+7,201
+46% +$66.7K ﹤0.01% 2935
2017
Q4 		$143K Buy
15,802
+50
+0.3% +$455 ﹤0.01% 2884
2017
Q3 		$142K Sell
15,752
-751
-5% -$6.58K ﹤0.01% 2733
2017
Q2 		$141K Sell
16,503
-386,442
-96% -$3.19M ﹤0.01% 2668
2017
Q1 		$3.15M Buy
402,945
+90,013
+29% +$678K 0.02% 614
2016
Q4 		$2.18M Buy
312,932
+86,352
+38% +$619K 0.02% 754
2016
Q3 		$1.7M Buy
226,580
+33,753
+18% +$249K 0.02% 850
2016
Q2 		$1.36M Sell
192,827
-102,095
-35% -$716K 0.01% 976
2016
Q1 		$2.02M Buy
294,922
+3,713
+1% +$24.3K 0.01% 1194
2015
Q4 		$2.09M Buy
291,209
+143,459
+97% +$1.06M 0.01% 1143
2015
Q3 		$1.06M Sell
147,750
-72,695
-33% -$578K 0.01% 1205
2015
Q2 		$1.89M Sell
220,445
-1,065
-0.5% -$9.5K 0.01% 935
2015
Q1 		$1.95M Sell
221,510
-22,708
-9% -$200K 0.01% 926
2014
Q4 		$2.25M Buy
244,218
+38,561
+19% +$340K 0.01% 818
2014
Q3 		$1.89M Buy
205,657
+23,123
+13% +$221K 0.01% 885
2014
Q2 		$1.79M Buy
182,534
+20,857
+13% +$195K 0.01% 954
2014
Q1 		$1.46M Buy
161,677
+7,703
+5% +$69.1K 0.01% 1025
2013
Q4 		$1.38M Buy
153,974
+1,128
+0.7% +$9.91K 0.01% 1041
2013
Q3 		$1.3M Sell
152,846
-96,801
-39% -$814K 0.01% 1031
2013
Q2 		$2.08M Buy
+249,647
New +$2.2M 0.02% 708

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 $12.9B AUM 27.3% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial's CHW Position: Q1 2026 in Review

LPL Financial reduced its Calamos Global Dynamic Income Fund (CHW) stake by 2.6% in Q1 2026, selling an estimated $207K and leaving 1,000,034 shares worth $7.26M. The position accounts for ﹤0.01% of the portfolio, ranked #2291.

LPL Financial first reported a position in CHW in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.61M in Q4 2025. 100 funds tracked by Wall St. Rank hold CHW as of Q1 2026.

  • LPL Financial held 1,000,034 shares of Calamos Global Dynamic Income Fund worth $7.26M as of Q1 2026.
  • LPL Financial sold 26,611 Calamos Global Dynamic Income Fund shares in Q1 2026, an estimated $207K.
  • Calamos Global Dynamic Income Fund made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2291 holding.
  • LPL Financial first reported a position in Calamos Global Dynamic Income Fund in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Calamos Global Dynamic Income Fund position peaked at $7.61M in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.