Private Advisor Group’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Private Advisor Group’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 Q2	–	Sell	-422,888	Closed	-$3.07M	–	2580
2026 Q1	$3.07M	Buy	422,888 +15,518	+4%	+$121K	0.01%	843
2025 Q4	$3.02M	Buy	407,370 +10,600	+3%	+$79.1K	0.01%	850
2025 Q3	$2.99M	Buy	396,770 +32	+0%	+$233	0.01%	837
2025 Q2	$2.83M	Buy	396,738 +3,565	+0.9%	+$23.4K	0.02%	811
2025 Q1	$2.51M	Buy	393,173 +1,385	+0.4%	+$9.39K	0.02%	797
2024 Q4	$2.64M	Sell	391,788 -12,050	-3%	-$85.2K	0.01%	768
2024 Q3	$2.9M	Sell	403,838 -30,200	-7%	-$209K	0.02%	731
2024 Q2	$2.98M	Buy	434,038 +2,600	+0.6%	+$17.2K	0.02%	681
2024 Q1	$2.81M	Buy	431,438 +58,555	+16%	+$357K	0.02%	662
2023 Q4	$2.15M	Buy	372,883 +50,280	+16%	+$278K	0.02%	735
2023 Q3	$1.79M	Buy	322,603 +47,900	+17%	+$286K	0.02%	751
2023 Q2	$1.7M	Buy	274,703 +47,390	+21%	+$279K	0.01%	789
2023 Q1	$1.36M	Buy	227,313 +81,125	+55%	+$491K	0.01%	844
2022 Q4	$789K	Buy	+146,188	New	+$854K	0.04%	431
2021 Q2	–	Sell	-22,874	Closed	-$233K	–	1988
2021 Q1	$233K	Buy	+22,874	New	+$227K	﹤0.01%	1666
2020 Q4	–	Sell	-16,524	Closed	-$121K	–	1783
2020 Q3	$121K	Hold	16,524	–	–	﹤0.01%	1472
2020 Q2	$120K	Sell	16,524 -500	-3%	-$3.33K	﹤0.01%	1600
2020 Q1	$98K	Buy	+17,024	New	+$132K	﹤0.01%	1330
2019 Q3	–	Sell	-30,627	Closed	-$248K	–	1677
2019 Q2	$248K	Buy	+30,627	New	+$248K	﹤0.01%	1391
2018 Q4	–	Sell	-22,787	Closed	-$206K	–	1388
2018 Q3	$206K	Buy	22,787 +9,624	+73%	+$87.5K	﹤0.01%	1435
2018 Q2	$118K	Buy	+13,163	New	+$120K	﹤0.01%	1244
2017 Q3	–	Sell	-11,645	Closed	-$99K	–	1470
2017 Q2	$99K	Sell	11,645 -350	-3%	-$2.89K	﹤0.01%	1330
2017 Q1	$95K	Buy	+11,995	New	+$90.3K	﹤0.01%	1361

Other funds holding CHW

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

SCM

Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CPIG

Chicago Partners Investment Group Chicago, Illinois $5B AUM 26.84% 1-Year Est. Return

Private Advisor Group's CHW Position: Q2 2026 in Review

Private Advisor Group sold out of Calamos Global Dynamic Income Fund (CHW) in Q2 2026, closing a stake of 422,888 shares — an estimated $3.07M sold.

Private Advisor Group first reported a position in CHW in Q1 2017 and held it in 23 quarters. The position peaked at $3.07M in Q1 2026. 37 funds tracked by Wall St. Rank hold CHW as of Q2 2026.

Private Advisor Group reported no remaining Calamos Global Dynamic Income Fund position as of Q2 2026 after selling out during the quarter.
Private Advisor Group sold 422,888 Calamos Global Dynamic Income Fund shares in Q2 2026, an estimated $3.07M.
Private Advisor Group first reported a position in Calamos Global Dynamic Income Fund in Q1 2017 and held it in 23 quarters.
Private Advisor Group's Calamos Global Dynamic Income Fund position peaked at $3.07M in Q1 2026.
37 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.