NFSG
CHW

Newbridge Financial Services Group’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Newbridge Financial Services 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
2025
Q4 		– Sell
-7,008
Closed -$52.8K – 1237
2025
Q3 		$52.8K Sell
7,008
-6,916
-50% -$50.3K 0.01% 499
2025
Q2 		$99.3K Buy
+13,924
New +$91.4K 0.02% 381
2020
Q4 		– Sell
-1,857
Closed -$15K – 1118
2020
Q3 		$15K Buy
+1,857
New +$14.9K 0.01% 575

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
LPL Financial
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
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

Newbridge Financial Services Group's CHW Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Calamos Global Dynamic Income Fund (CHW) in Q4 2025, closing a stake of 7,008 shares — an estimated $52.8K sold.

Newbridge Financial Services Group first reported a position in CHW in Q3 2020 and held it in 3 quarters. The position peaked at $99.3K in Q2 2025. 94 funds tracked by Wall St. Rank hold CHW as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining Calamos Global Dynamic Income Fund position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 7,008 Calamos Global Dynamic Income Fund shares in Q4 2025, an estimated $52.8K.
  • Newbridge Financial Services Group first reported a position in Calamos Global Dynamic Income Fund in Q3 2020 and held it in 3 quarters.
  • Newbridge Financial Services Group's Calamos Global Dynamic Income Fund position peaked at $99.3K in Q2 2025.
  • 94 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.