San Luis Wealth Advisors’s Calamos Global Dynamic Income Fund CHW Stock Holding History

San Luis Wealth Advisors’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	$169K	Hold	18,944	–	–	0.03%	181
2026 Q1	$138K	Hold	18,944	–	–	0.02%	171
2025 Q4	$140K	Hold	18,944	–	–	0.02%	176
2025 Q3	$143K	Hold	18,944	–	–	0.03%	171
2025 Q2	$135K	Hold	18,944	–	–	0.03%	136
2025 Q1	$121K	Hold	18,944	–	–	0.03%	132
2024 Q4	$128K	Buy	18,944 +264	+1%	+$1.87K	0.02%	139
2024 Q3	$134K	Buy	18,680 +133	+0.7%	+$921	0.03%	138
2024 Q2	$127K	Hold	18,547	–	–	0.03%	130
2024 Q1	$121K	Hold	18,547	–	–	0.06%	45
2023 Q4	$107K	Hold	18,547	–	–	0.05%	57
2023 Q3	$103K	Hold	18,547	–	–	0.05%	72
2023 Q2	$112K	Hold	18,547	–	–	0.04%	156
2023 Q1	$111K	Hold	18,547	–	–	0.04%	158
2022 Q4	$103K	Hold	18,547	–	–	0.1%	69
2022 Q3	$113K	Hold	18,547	–	–	0.12%	78
2022 Q2	$126K	Hold	18,547	–	–	0.14%	62
2022 Q1	$185K	Hold	18,547	–	–	0.09%	156
2021 Q4	$185K	Buy	+18,547	New	+$187K	0.19%	86

Other funds holding CHW

SFS

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

MAG

MRA Advisory Group Parsippany, New Jersey $276M AUM 31.26% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

San Luis Wealth Advisors's CHW Position: Q2 2026 in Review

San Luis Wealth Advisors held its Calamos Global Dynamic Income Fund (CHW) position steady in Q2 2026 at 18,944 shares worth $169K. The position accounts for 0.03% of the portfolio, ranked #181.

San Luis Wealth Advisors first reported a position in CHW in Q4 2021 and has held it in 19 quarters since. The position peaked at $185K in Q1 2022. 15 funds tracked by Wall St. Rank hold CHW as of Q2 2026.

San Luis Wealth Advisors held 18,944 shares of Calamos Global Dynamic Income Fund worth $169K as of Q2 2026.
San Luis Wealth Advisors left its Calamos Global Dynamic Income Fund share count unchanged in Q2 2026.
Calamos Global Dynamic Income Fund made up 0.03% of San Luis Wealth Advisors's portfolio in Q2 2026, its #181 holding.
San Luis Wealth Advisors first reported a position in Calamos Global Dynamic Income Fund in Q4 2021 and has held it in 19 quarters since.
San Luis Wealth Advisors's Calamos Global Dynamic Income Fund position peaked at $185K in Q1 2022.
15 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.