Saxony Capital Management’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Saxony Capital Management’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	$786K	Hold	88,250	–	–	0.36%	65
2026 Q1	$641K	Hold	88,250	–	–	0.37%	67
2025 Q4	$654K	Hold	88,250	–	–	0.4%	63
2025 Q3	$665K	Buy	88,250 +1,000	+1%	+$7.27K	0.44%	54
2025 Q2	$622K	Hold	87,250	–	–	0.48%	48
2025 Q1	$558K	Buy	87,250 +3,750	+4%	+$25.4K	0.49%	46
2024 Q4	$564K	Hold	83,500	–	–	0.5%	51
2024 Q3	$599K	Buy	83,500 +8,000	+11%	+$55.4K	0.55%	48
2024 Q2	$518K	Sell	75,500 -2,000	-3%	-$13.3K	0.57%	46
2024 Q1	$505K	Buy	77,500 +20,500	+36%	+$125K	0.61%	44
2023 Q4	$329K	Buy	+57,000	New	+$316K	0.44%	62

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

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

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 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

Saxony Capital Management's CHW Position: Q2 2026 in Review

Saxony Capital Management held its Calamos Global Dynamic Income Fund (CHW) position steady in Q2 2026 at 88,250 shares worth $786K. The position accounts for 0.36% of the portfolio, ranked #65.

Saxony Capital Management first reported a position in CHW in Q4 2023 and has held it in 11 quarters since. 15 funds tracked by Wall St. Rank hold CHW as of Q2 2026.

Saxony Capital Management held 88,250 shares of Calamos Global Dynamic Income Fund worth $786K as of Q2 2026.
Saxony Capital Management left its Calamos Global Dynamic Income Fund share count unchanged in Q2 2026.
Calamos Global Dynamic Income Fund made up 0.36% of Saxony Capital Management's portfolio in Q2 2026, its #65 holding.
Saxony Capital Management first reported a position in Calamos Global Dynamic Income Fund in Q4 2023 and has held it in 11 quarters since.
15 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2026.

Based on Saxony Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.