NWF Advisory Services’s Calamos Global Dynamic Income Fund CHW Stock Holding History

NWF Advisory Services’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	$208K	Sell	28,700 -12,900	-31%	-$101K	0.02%	355
2025 Q4	$308K	Hold	41,600	–	–	0.03%	281
2025 Q3	$314K	Buy	41,600 +1,000	+2%	+$7.27K	0.03%	286
2025 Q2	$289K	Hold	40,600	–	–	0.03%	302
2025 Q1	$259K	Buy	+40,600	New	+$275K	0.04%	273
2024 Q4	–	Sell	-38,800	Closed	-$278K	–	307
2024 Q3	$278K	Hold	38,800	–	–	0.04%	251
2024 Q2	$266K	Sell	38,800 -7,800	-17%	-$51.7K	0.04%	239
2024 Q1	$303K	Sell	46,600 -400	-0.9%	-$2.44K	0.05%	224
2023 Q4	$271K	Hold	47,000	–	–	0.05%	221
2023 Q3	$260K	Sell	47,000 -2,800	-6%	-$16.7K	0.06%	202
2023 Q2	$300K	Hold	49,800	–	–	0.07%	186
2023 Q1	$300K	Buy	+49,800	New	+$301K	0.07%	185

Other funds holding CHW

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 Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

NWF Advisory Services's CHW Position: Q1 2026 in Review

NWF Advisory Services reduced its Calamos Global Dynamic Income Fund (CHW) stake by 31% in Q1 2026, selling an estimated $101K and leaving 28,700 shares worth $208K. The position accounts for 0.02% of the portfolio, ranked #355.

NWF Advisory Services first reported a position in CHW in Q1 2023 and has held it in 12 quarters since. The position peaked at $314K in Q3 2025. 100 funds tracked by Wall St. Rank hold CHW as of Q1 2026.

NWF Advisory Services held 28,700 shares of Calamos Global Dynamic Income Fund worth $208K as of Q1 2026.
NWF Advisory Services sold 12,900 Calamos Global Dynamic Income Fund shares in Q1 2026, an estimated $101K.
Calamos Global Dynamic Income Fund made up 0.02% of NWF Advisory Services's portfolio in Q1 2026, its #355 holding.
NWF Advisory Services first reported a position in Calamos Global Dynamic Income Fund in Q1 2023 and has held it in 12 quarters since.
NWF Advisory Services's Calamos Global Dynamic Income Fund position peaked at $314K in Q3 2025.
100 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q1 2026.

Based on NWF Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.