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

&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
2026 Q1	$265K	Buy	36,486 +7,949	+28%	+$61.9K	﹤0.01%	2071
2025 Q4	$211K	Buy	28,537 +9,982	+54%	+$74.5K	﹤0.01%	2115
2025 Q3	$140K	Buy	18,555 +1,886	+11%	+$13.7K	﹤0.01%	2017
2025 Q2	$119K	Buy	16,669 +1,993	+14%	+$13.1K	﹤0.01%	1915
2025 Q1	$94.4K	Buy	14,676 +644	+5%	+$4.37K	﹤0.01%	1718
2024 Q4	$95.4K	Buy	14,032 +706	+5%	+$4.99K	﹤0.01%	1615
2024 Q3	$95.5K	Buy	+13,326	New	+$92.3K	﹤0.01%	1368

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

&Partners's CHW Position: Q1 2026 in Review

&Partners increased its Calamos Global Dynamic Income Fund (CHW) stake by 28% in Q1 2026, buying an estimated $61.9K and bringing the position to 36,486 shares worth $265K. The position accounts for ﹤0.01% of the portfolio, ranked #2071.

&Partners first reported a position in CHW in Q3 2024 and has held it in 7 quarters since. 100 funds tracked by Wall St. Rank hold CHW as of Q1 2026.

&Partners held 36,486 shares of Calamos Global Dynamic Income Fund worth $265K as of Q1 2026.
&Partners bought 7,949 Calamos Global Dynamic Income Fund shares in Q1 2026, an estimated $61.9K.
Calamos Global Dynamic Income Fund made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #2071 holding.
&Partners first reported a position in Calamos Global Dynamic Income Fund in Q3 2024 and has held it in 7 quarters since.
100 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.