Strategic Financial Concepts’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Strategic Financial Concepts’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 Q1	$180K	Buy	+24,783	New	+$193K	0.04%	289
2025 Q4	–	Sell	-25,300	Closed	-$191K	–	146
2025 Q3	$191K	Hold	25,300	–	–	0.03%	258
2025 Q2	$180K	Hold	25,300	–	–	0.03%	267
2025 Q1	$162K	Hold	25,300	–	–	0.03%	324
2024 Q4	$171K	Hold	25,300	–	–	0.03%	324
2024 Q3	$181K	Sell	25,300 -145,728	-85%	-$1.01M	0.06%	238
2024 Q2	$25.3K	Buy	171,028 +145,728	+576%	+$966K	0.01%	311
2024 Q1	$165K	Buy	+25,300	New	+$154K	0.04%	300
2023 Q4	–	Sell	-34,534	Closed	-$191K	–	160
2023 Q3	$191K	Hold	34,534	–	–	0.06%	246
2023 Q2	$208K	Sell	34,534 -2,766	-7%	-$16.3K	0.08%	228
2023 Q1	$223K	Buy	+37,300	New	+$226K	0.09%	200

Other funds holding CHW

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Pathstone Holdings

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

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

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Adapt Wealth Advisors Atlanta, Georgia $276M AUM 14.93% 1-Year Est. Return