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CHW

NewEdge Advisors’s Calamos Global Dynamic Income Fund CHW Stock Holding History

NewEdge Advisors’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 		$530K Sell
59,517
-5,301
-8% -$45K ﹤0.01% 2103
2026
Q1 		$471K Buy
64,818
+902
+1% +$7.03K ﹤0.01% 2041
2025
Q4 		$474K Sell
63,916
-2,537
-4% -$18.9K ﹤0.01% 2001
2025
Q3 		$501K Sell
66,453
-1,183
-2% -$8.6K ﹤0.01% 1807
2025
Q2 		$482K Sell
67,636
-6,514
-9% -$42.8K ﹤0.01% 1712
2025
Q1 		$474K Sell
74,150
-1,075
-1% -$7.29K ﹤0.01% 1611
2024
Q4 		$508K Sell
75,225
-8,240
-10% -$58.2K ﹤0.01% 1545
2024
Q3 		$598K Sell
83,465
-1,458
-2% -$10.1K ﹤0.01% 1363
2024
Q2 		$583K Buy
84,923
+24,424
+40% +$162K ﹤0.01% 1327
2024
Q1 		$394K Sell
60,499
-23,690
-28% -$144K ﹤0.01% 1487
2023
Q4 		$489K Buy
84,189
+8,428
+11% +$46.7K ﹤0.01% 1293
2023
Q3 		$420K Sell
75,761
-4,054
-5% -$24.2K ﹤0.01% 1254
2023
Q2 		$480K Buy
79,815
+1,501
+2% +$8.84K 0.01% 1212
2023
Q1 		$455K Buy
78,314
+6,228
+9% +$37.7K 0.01% 1151
2022
Q4 		$344K Buy
72,086
+2,000
+3% +$11.7K 0.01% 940
2022
Q3 		$425K Buy
70,086
+745
+1% +$5.3K 0.01% 1048
2022
Q2 		$473K Buy
69,341
+11,100
+19% +$85.2K 0.01% 1011
2022
Q1 		$517K Sell
58,241
-1,638
-3% -$14.8K 0.01% 843
2021
Q4 		$597K Buy
59,879
+31,695
+112% +$320K 0.01% 986
2021
Q3 		$270K Hold
28,184
– – 0.01% 939
2021
Q2 		$309K Buy
28,184
+17,798
+171% +$189K 0.01% 890
2021
Q1 		$106K Sell
10,386
-1,294
-11% -$12.8K ﹤0.01% 983
2020
Q4 		$112K Hold
11,680
– – ﹤0.01% 920
2020
Q3 		$95K Buy
11,680
+1,640
+16% +$13.2K ﹤0.01% 871
2020
Q2 		$73K Hold
10,040
– – ﹤0.01% 822
2020
Q1 		$58K Sell
10,040
-791
-7% -$6.14K ﹤0.01% 762
2019
Q4 		$94K Hold
10,831
– – ﹤0.01% 786
2019
Q3 		$85K Hold
10,831
– – ﹤0.01% 784
2019
Q2 		$88K Hold
10,831
– – 0.01% 638
2019
Q1 		$87K Hold
10,831
– – 0.01% 653
2018
Q4 		$71K Sell
10,831
-2,699
-20% -$20.4K ﹤0.01% 614
2018
Q3 		$123K Buy
+13,530
New +$123K 0.01% 631

Other funds holding CHW

Morgan Stanley
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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 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
1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewEdge Advisors's CHW Position: Q2 2026 in Review

NewEdge Advisors reduced its Calamos Global Dynamic Income Fund (CHW) stake by 8.2% in Q2 2026, selling an estimated $45K and leaving 59,517 shares worth $530K. The position accounts for ﹤0.01% of the portfolio, ranked #2103.

NewEdge Advisors first reported a position in CHW in Q3 2018 and has held it in 32 quarters since. The position peaked at $598K in Q3 2024. 103 funds tracked by Wall St. Rank hold CHW as of Q2 2026.

  • NewEdge Advisors held 59,517 shares of Calamos Global Dynamic Income Fund worth $530K as of Q2 2026.
  • NewEdge Advisors sold 5,301 Calamos Global Dynamic Income Fund shares in Q2 2026, an estimated $45K.
  • Calamos Global Dynamic Income Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q2 2026, its #2103 holding.
  • NewEdge Advisors first reported a position in Calamos Global Dynamic Income Fund in Q3 2018 and has held it in 32 quarters since.
  • NewEdge Advisors's Calamos Global Dynamic Income Fund position peaked at $598K in Q3 2024.
  • 103 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.