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 Q2	$221K	Hold	24,783	–	–	0.07%	220
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 $1.89T 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

Strategic Financial Concepts's CHW Position: Q2 2026 in Review

Strategic Financial Concepts held its Calamos Global Dynamic Income Fund (CHW) position steady in Q2 2026 at 24,783 shares worth $221K. The position accounts for 0.07% of the portfolio, ranked #220.

Strategic Financial Concepts first reported a position in CHW in Q1 2023 and has held it in 12 quarters since. The position peaked at $223K in Q1 2023. 103 funds tracked by Wall St. Rank hold CHW as of Q2 2026.

Strategic Financial Concepts held 24,783 shares of Calamos Global Dynamic Income Fund worth $221K as of Q2 2026.
Strategic Financial Concepts left its Calamos Global Dynamic Income Fund share count unchanged in Q2 2026.
Calamos Global Dynamic Income Fund made up 0.07% of Strategic Financial Concepts's portfolio in Q2 2026, its #220 holding.
Strategic Financial Concepts first reported a position in Calamos Global Dynamic Income Fund in Q1 2023 and has held it in 12 quarters since.
Strategic Financial Concepts's Calamos Global Dynamic Income Fund position peaked at $223K in Q1 2023.
103 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2026.

Based on Strategic Financial Concepts's 13F filing for Q2 2026, filed 28 Jul 2026.