MRA Advisory Group
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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
Q3 		$159K Buy
19,750
+270
+1% +$2.3K 0.06% 143
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
ACM
Altium Capital Management New York $68.8M AUM 7.27% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Saxony Capital Management
Saxony Capital Management St. Louis, Missouri $238M AUM 19.13% 1-Year Est. Return

MRA Advisory Group's CHW Position: Q3 2026 in Review

MRA Advisory Group increased its Calamos Global Dynamic Income Fund (CHW) stake by 1.4% in Q3 2026, buying an estimated $2.3K and bringing the position to 19,750 shares worth $159K. The position accounts for 0.06% of the portfolio, ranked #143.

MRA Advisory Group first reported a position in CHW in Q1 2024 and has held it in 11 quarters since. The position peaked at $174K in Q2 2026. 49 funds tracked by Wall St. Rank hold CHW as of Q3 2026.

  • MRA Advisory Group held 19,750 shares of Calamos Global Dynamic Income Fund worth $159K as of Q3 2026.
  • MRA Advisory Group bought 270 Calamos Global Dynamic Income Fund shares in Q3 2026, an estimated $2.3K.
  • Calamos Global Dynamic Income Fund made up 0.06% of MRA Advisory Group's portfolio in Q3 2026, its #143 holding.
  • MRA Advisory Group first reported a position in Calamos Global Dynamic Income Fund in Q1 2024 and has held it in 11 quarters since.
  • MRA Advisory Group's Calamos Global Dynamic Income Fund position peaked at $174K in Q2 2026.
  • 49 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q3 2026.

Based on MRA Advisory Group's 13F filing for Q3 2026, filed 7 Oct 2026.