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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
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 		$71 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 $1.66T 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

NewEdge Advisors's CHW Position: Q1 2026 in Review

NewEdge Advisors increased its Calamos Global Dynamic Income Fund (CHW) stake by 1.4% in Q1 2026, buying an estimated $7.03K and bringing the position to 64,818 shares worth $471K. The position accounts for ﹤0.01% of the portfolio, ranked #2041.

NewEdge Advisors first reported a position in CHW in Q3 2018 and has held it in 31 quarters since. The position peaked at $598K in Q3 2024. 100 funds tracked by Wall St. Rank hold CHW as of Q1 2026.

  • NewEdge Advisors held 64,818 shares of Calamos Global Dynamic Income Fund worth $471K as of Q1 2026.
  • NewEdge Advisors bought 902 Calamos Global Dynamic Income Fund shares in Q1 2026, an estimated $7.03K.
  • Calamos Global Dynamic Income Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #2041 holding.
  • NewEdge Advisors first reported a position in Calamos Global Dynamic Income Fund in Q3 2018 and has held it in 31 quarters since.
  • NewEdge Advisors's Calamos Global Dynamic Income Fund position peaked at $598K in Q3 2024.
  • 100 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.