Stonebridge Financial Group’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Stonebridge Financial Group’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	$265K	Buy	+29,820	New	+$253K	0.04%	239

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

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

SFS

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

AWA

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

Stonebridge Financial Group's CHW Position: Q2 2026 in Review

Stonebridge Financial Group opened a new position in Calamos Global Dynamic Income Fund (CHW) in Q2 2026: 29,820 shares worth $265K. The stake represents 0.04% of the portfolio and ranks #239 among its holdings.

98 funds tracked by Wall St. Rank hold CHW as of Q2 2026.

Stonebridge Financial Group held 29,820 shares of Calamos Global Dynamic Income Fund worth $265K as of Q2 2026.
Calamos Global Dynamic Income Fund was a new Stonebridge Financial Group position in Q2 2026.
Calamos Global Dynamic Income Fund made up 0.04% of Stonebridge Financial Group's portfolio in Q2 2026, its #239 holding.
98 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2026.

Based on Stonebridge Financial Group's 13F filing for Q2 2026, filed 13 Aug 2026.