PS
CHW

Principal Securities’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Principal Securities’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
Q3 		– Sell
-1,000
Closed -$7.13K – 3749
2025
Q2 		$7.13K Buy
+1,000
New +$6.57K ﹤0.01% 2762
2024
Q4 		– Sell
-4,135
Closed -$29.6K – 3558
2024
Q3 		$29.6K Hold
4,135
– – ﹤0.01% 1928
2024
Q2 		$28.4K Hold
4,135
– – ﹤0.01% 1883
2024
Q1 		$26.9K Hold
4,135
– – ﹤0.01% 1864
2023
Q4 		$23.9K Buy
+4,135
New +$22.9K ﹤0.01% 1836

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
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $21.8B AUM 28.57% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Principal Securities's CHW Position: Q3 2025 in Review

Principal Securities sold out of Calamos Global Dynamic Income Fund (CHW) in Q3 2025, closing a stake of 1,000 shares — an estimated $7.13K sold.

Principal Securities first reported a position in CHW in Q4 2023 and held it in 5 quarters. The position peaked at $29.6K in Q3 2024. 96 funds tracked by Wall St. Rank hold CHW as of Q3 2025.

  • Principal Securities reported no remaining Calamos Global Dynamic Income Fund position as of Q3 2025 after selling out during the quarter.
  • Principal Securities sold 1,000 Calamos Global Dynamic Income Fund shares in Q3 2025, an estimated $7.13K.
  • Principal Securities first reported a position in Calamos Global Dynamic Income Fund in Q4 2023 and held it in 5 quarters.
  • Principal Securities's Calamos Global Dynamic Income Fund position peaked at $29.6K in Q3 2024.
  • 96 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q3 2025.

Based on Principal Securities's 13F filing for Q3 2025, filed 12 Nov 2025.