Stephens Consulting’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Stephens Consulting’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 Q4	$1.48K	Hold	200	–	–	﹤0.01%	369
2025 Q3	$1.51K	Hold	200	–	–	﹤0.01%	341
2025 Q2	$1.43K	Hold	200	–	–	﹤0.01%	582
2025 Q1	$1.28K	Hold	200	–	–	﹤0.01%	548
2024 Q4	$1.35K	Hold	200	–	–	﹤0.01%	475
2024 Q3	$1.43K	Hold	200	–	–	﹤0.01%	466
2024 Q2	$1.37K	Hold	200	–	–	﹤0.01%	558
2024 Q1	$1.3K	Hold	200	–	–	﹤0.01%	438
2023 Q4	$1.15K	Hold	200	–	–	﹤0.01%	448
2023 Q3	$1.11K	Hold	200	–	–	﹤0.01%	460
2023 Q2	$1.2K	Hold	200	–	–	﹤0.01%	460
2023 Q1	$1.2K	Hold	200	–	–	﹤0.01%	481
2022 Q4	$1.12K	Hold	200	–	–	﹤0.01%	459
2022 Q3	$1.21K	Hold	200	–	–	﹤0.01%	513
2022 Q2	$1.36K	Buy	+200	New	+$1.53K	﹤0.01%	503

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 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

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

AWA

Adapt Wealth Advisors Atlanta, Georgia $306M AUM 30.17% 1-Year Est. Return

Stephens Consulting's CHW Position: Q4 2025 in Review

Stephens Consulting held its Calamos Global Dynamic Income Fund (CHW) position steady in Q4 2025 at 200 shares worth $1.48K. The position accounts for ﹤0.01% of the portfolio, ranked #369.

Stephens Consulting first reported a position in CHW in Q2 2022 and has held it in 15 quarters since. The position peaked at $1.51K in Q3 2025. 94 funds tracked by Wall St. Rank hold CHW as of Q4 2025.

Stephens Consulting held 200 shares of Calamos Global Dynamic Income Fund worth $1.48K as of Q4 2025.
Stephens Consulting left its Calamos Global Dynamic Income Fund share count unchanged in Q4 2025.
Calamos Global Dynamic Income Fund made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #369 holding.
Stephens Consulting first reported a position in Calamos Global Dynamic Income Fund in Q2 2022 and has held it in 15 quarters since.
Stephens Consulting's Calamos Global Dynamic Income Fund position peaked at $1.51K in Q3 2025.
94 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.