Spire Wealth Management’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Spire Wealth 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	$41.5K	Hold	4,660	–	–	﹤0.01%	1225
2026 Q1	$33.8K	Hold	4,660	–	–	﹤0.01%	1281
2025 Q4	$34.5K	Hold	4,660	–	–	﹤0.01%	1293
2025 Q3	$35.1K	Hold	4,660	–	–	﹤0.01%	1342
2025 Q2	$33.2K	Hold	4,660	–	–	﹤0.01%	1346
2025 Q1	$29.8K	Hold	4,660	–	–	﹤0.01%	1482
2024 Q4	$31.5K	Sell	4,660 -5,540	-54%	-$39.2K	﹤0.01%	1458
2024 Q3	$73.1K	Hold	10,200	–	–	﹤0.01%	1014
2024 Q2	$70K	Hold	10,200	–	–	﹤0.01%	1006
2024 Q1	$66.4K	Hold	10,200	–	–	﹤0.01%	1120
2023 Q4	$59.1K	Hold	10,200	–	–	﹤0.01%	1155
2023 Q3	$56.5K	Hold	10,200	–	–	﹤0.01%	1132
2023 Q2	$61.4K	Hold	10,200	–	–	﹤0.01%	1124
2023 Q1	$61K	Hold	10,200	–	–	﹤0.01%	1120
2022 Q4	$57K	Hold	10,200	–	–	﹤0.01%	940
2022 Q3	$62K	Hold	10,200	–	–	﹤0.01%	871
2022 Q2	$70K	Hold	10,200	–	–	﹤0.01%	1163
2022 Q1	$91K	Sell	10,200 -1,150	-10%	-$10.4K	﹤0.01%	1193
2021 Q4	$113K	Hold	11,350	–	–	﹤0.01%	1350
2021 Q3	$109K	Hold	11,350	–	–	﹤0.01%	1164
2021 Q2	$124K	Sell	11,350 -241	-2%	-$2.56K	﹤0.01%	1112
2021 Q1	$118K	Buy	+11,591	New	+$115K	﹤0.01%	1322

Other funds holding CHW

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 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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Spire Wealth Management's CHW Position: Q2 2026 in Review

Spire Wealth Management held its Calamos Global Dynamic Income Fund (CHW) position steady in Q2 2026 at 4,660 shares worth $41.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1225.

Spire Wealth Management first reported a position in CHW in Q1 2021 and has held it in 22 quarters since. The position peaked at $124K in Q2 2021. 103 funds tracked by Wall St. Rank hold CHW as of Q2 2026.

Spire Wealth Management held 4,660 shares of Calamos Global Dynamic Income Fund worth $41.5K as of Q2 2026.
Spire Wealth Management left its Calamos Global Dynamic Income Fund share count unchanged in Q2 2026.
Calamos Global Dynamic Income Fund made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1225 holding.
Spire Wealth Management first reported a position in Calamos Global Dynamic Income Fund in Q1 2021 and has held it in 22 quarters since.
Spire Wealth Management's Calamos Global Dynamic Income Fund position peaked at $124K in Q2 2021.
103 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2026.

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