Steward Partners Investment Advisory
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Steward Partners Investment Advisory’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Steward Partners Investment Advisory’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 		$25.4K Hold
2,850
– – ﹤0.01% 3312
2026
Q1 		$20.7K Sell
2,850
-666
-19% -$5.19K ﹤0.01% 3213
2025
Q4 		$26.1K Hold
3,516
– – ﹤0.01% 3023
2025
Q3 		$26.5K Sell
3,516
-4,000
-53% -$29.1K ﹤0.01% 2950
2025
Q2 		$53.6K Hold
7,516
– – ﹤0.01% 2439
2025
Q1 		$48K Hold
7,516
– – ﹤0.01% 2403
2024
Q4 		$50.7K Sell
7,516
-5,116
-41% -$36.2K ﹤0.01% 2327
2024
Q3 		$90.6K Buy
12,632
+4,732
+60% +$32.8K ﹤0.01% 1927
2024
Q2 		$54.2K Hold
7,900
– – ﹤0.01% 2065
2024
Q1 		$51.4K Hold
7,900
– – ﹤0.01% 2099
2023
Q4 		$45.6K Hold
7,900
– – ﹤0.01% 2036
2023
Q3 		$43.8K Buy
7,900
+2,750
+53% +$16.4K ﹤0.01% 1971
2023
Q2 		$31K Hold
5,150
– – ﹤0.01% 2078
2023
Q1 		$30.8K Hold
5,150
– – ﹤0.01% 2072
2022
Q4 		$28.7K Sell
5,150
-4,733
-48% -$27.7K ﹤0.01% 2071
2022
Q3 		$60K Sell
9,883
-467
-5% -$3.32K ﹤0.01% 1705
2022
Q2 		$71K Buy
10,350
+467
+5% +$3.58K ﹤0.01% 1632
2022
Q1 		$88K Sell
9,883
-1,360
-12% -$12.3K ﹤0.01% 1655
2021
Q4 		$112K Hold
11,243
– – ﹤0.01% 1546
2021
Q3 		$108K Hold
11,243
– – ﹤0.01% 1508
2021
Q2 		$123K Sell
11,243
-3,100
-22% -$32.9K ﹤0.01% 1968
2021
Q1 		$147K Hold
14,343
– – ﹤0.01% 1434
2020
Q4 		$137K Sell
14,343
-5,470
-28% -$48.9K ﹤0.01% 1231
2020
Q3 		$161K Sell
19,813
-400
-2% -$3.21K ﹤0.01% 1031
2020
Q2 		$148K Buy
20,213
+4,733
+31% +$31.5K ﹤0.01% 981
2020
Q1 		$88K Hold
15,480
– – ﹤0.01% 1044
2019
Q4 		$134K Sell
15,480
-6,034
-28% -$50.2K ﹤0.01% 1014
2019
Q3 		$168K Hold
21,514
– – 0.01% 893
2019
Q2 		$174K Hold
21,514
– – 0.01% 862
2019
Q1 		$172K Buy
21,514
+10,034
+87% +$76.8K 0.01% 756
2018
Q4 		$75K Sell
11,480
-440
-4% -$3.33K ﹤0.01% 760
2018
Q3 		$108K Buy
11,920
+1,150
+11% +$10.5K 0.01% 901
2018
Q2 		$97K Buy
10,770
+1,500
+16% +$13.7K 0.01% 862
2018
Q1 		$83K Hold
9,270
– – 0.01% 828
2017
Q4 		$84K Sell
9,270
-5,170
-36% -$47K 0.01% 681
2017
Q3 		$130K Buy
14,440
+3,500
+32% +$30.7K 0.01% 501
2017
Q2 		$93K Buy
10,940
+10,219
+1,417% +$84.4K 0.01% 505
2017
Q1 		$5K Buy
+721
New +$5.43K ﹤0.01% 1112

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Karpus Investment Management
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Guggenheim Capital
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Baird Financial Group
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
Saba Capital Management
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Steward Partners Investment Advisory's CHW Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Calamos Global Dynamic Income Fund (CHW) position steady in Q2 2026 at 2,850 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3312.

Steward Partners Investment Advisory first reported a position in CHW in Q1 2017 and has held it in 38 quarters since. The position peaked at $174K in Q2 2019. 103 funds tracked by Wall St. Rank hold CHW as of Q2 2026.

  • Steward Partners Investment Advisory held 2,850 shares of Calamos Global Dynamic Income Fund worth $25.4K as of Q2 2026.
  • Steward Partners Investment Advisory left its Calamos Global Dynamic Income Fund share count unchanged in Q2 2026.
  • Calamos Global Dynamic Income Fund made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3312 holding.
  • Steward Partners Investment Advisory first reported a position in Calamos Global Dynamic Income Fund in Q1 2017 and has held it in 38 quarters since.
  • Steward Partners Investment Advisory's Calamos Global Dynamic Income Fund position peaked at $174K in Q2 2019.
  • 103 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.