MRA Advisory Group’s Calamos Global Dynamic Income Fund CHW Stock Holding History

MRA Advisory Group’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	$174K	Buy	19,480 +228	+1%	+$1.94K	0.06%	146
2026 Q1	$140K	Buy	19,252 +246	+1%	+$1.92K	0.06%	129
2025 Q4	$141K	Sell	19,006 -1,104	-5%	-$8.24K	0.06%	125
2025 Q3	$152K	Buy	20,110 +1,648	+9%	+$12K	0.07%	127
2025 Q2	$132K	Buy	18,462 +97	+0.5%	+$637	0.06%	128
2025 Q1	$117K	Buy	18,365 +537	+3%	+$3.64K	0.06%	124
2024 Q4	$120K	Buy	17,828 +1,005	+6%	+$7.1K	0.06%	117
2024 Q3	$121K	Buy	16,823 +192	+1%	+$1.33K	0.07%	113
2024 Q2	$114K	Buy	16,631 +196	+1%	+$1.3K	0.07%	106
2024 Q1	$107K	Buy	+16,435	New	+$100K	0.06%	100

Other funds holding CHW

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

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM