OP
CHW

ORG Partners’s Calamos Global Dynamic Income Fund CHW Stock Holding History

ORG Partners’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 		$18.2K Hold
2,460
– – ﹤0.01% 833
2025
Q3 		$18.5K Hold
2,460
– – ﹤0.01% 822
2025
Q2 		$17.6K Hold
2,460
– – ﹤0.01% 791
2025
Q1 		$15.8K Hold
2,460
– – ﹤0.01% 734
2024
Q4 		$16.6K Buy
+2,460
New +$17.4K ﹤0.01% 787

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

ORG Partners's CHW Position: Q4 2025 in Review

ORG Partners held its Calamos Global Dynamic Income Fund (CHW) position steady in Q4 2025 at 2,460 shares worth $18.2K. The position accounts for ﹤0.01% of the portfolio, ranked #833.

ORG Partners first reported a position in CHW in Q4 2024 and has held it in 5 quarters since. The position peaked at $18.5K in Q3 2025. 94 funds tracked by Wall St. Rank hold CHW as of Q4 2025.

  • ORG Partners held 2,460 shares of Calamos Global Dynamic Income Fund worth $18.2K as of Q4 2025.
  • ORG Partners left its Calamos Global Dynamic Income Fund share count unchanged in Q4 2025.
  • Calamos Global Dynamic Income Fund made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #833 holding.
  • ORG Partners first reported a position in Calamos Global Dynamic Income Fund in Q4 2024 and has held it in 5 quarters since.
  • ORG Partners's Calamos Global Dynamic Income Fund position peaked at $18.5K in Q3 2025.
  • 94 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.