SWP
CHW

Stratos Wealth Partners’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Stratos Wealth Partners’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
2024
Q4 		– Sell
-11,850
Closed -$85K – 1469
2024
Q3 		$85K Hold
11,850
– – ﹤0.01% 1398
2024
Q2 		$81.3K Hold
11,850
– – ﹤0.01% 1330
2024
Q1 		$77.1K Hold
11,850
– – ﹤0.01% 1347
2023
Q4 		$68.4K Sell
11,850
-450
-4% -$2.49K ﹤0.01% 1333
2023
Q3 		$68.1K Sell
12,300
-300
-2% -$1.79K ﹤0.01% 1244
2023
Q2 		$75.9K Hold
12,600
– – ﹤0.01% 1162
2023
Q1 		$75.3K Sell
12,600
-415
-3% -$2.51K ﹤0.01% 1096
2022
Q4 		$72.6K Sell
13,015
-100
-0.8% -$584 ﹤0.01% 1106
2022
Q3 		$80K Hold
13,115
– – ﹤0.01% 1085
2022
Q2 		$89K Sell
13,115
-450
-3% -$3.45K ﹤0.01% 1141
2022
Q1 		$120K Sell
13,565
-2,439
-15% -$22.1K ﹤0.01% 1215
2021
Q4 		$160K Sell
16,004
-100
-0.6% -$1.01K ﹤0.01% 1199
2021
Q3 		$154K Buy
16,104
+3,795
+31% +$40.4K ﹤0.01% 1125
2021
Q2 		$135K Buy
12,309
+4
+0% +$42 ﹤0.01% 1144
2021
Q1 		$126K Buy
12,305
+240
+2% +$2.38K ﹤0.01% 1078
2020
Q4 		$115K Hold
12,065
– – ﹤0.01% 1043
2020
Q3 		$98K Hold
12,065
– – ﹤0.01% 975
2020
Q2 		$88K Sell
12,065
-5,824
-33% -$38.8K ﹤0.01% 959
2020
Q1 		$103K Hold
17,889
– – ﹤0.01% 860
2019
Q4 		$155K Hold
17,889
– – 0.01% 930
2019
Q3 		$140K Hold
17,889
– – 0.01% 909
2019
Q2 		$145K Sell
17,889
-2,750
-13% -$22.3K 0.01% 903
2019
Q1 		$165K Buy
20,639
+2,150
+12% +$16.5K 0.01% 873
2018
Q4 		$121K Hold
18,489
– – 0.01% 825
2018
Q3 		$168K Hold
18,489
– – 0.01% 915
2018
Q2 		$166K Hold
18,489
– – 0.01% 915
2018
Q1 		$166K Buy
18,489
+10,200
+123% +$94.5K 0.01% 979
2017
Q4 		$75K Buy
+8,289
New +$75.4K ﹤0.01% 1317
2016
Q2 		– Sell
-16,130
Closed -$113K – 634
2016
Q1 		$113K Buy
+16,130
New +$106K 0.01% 546
2015
Q4 		– Sell
-10,258
Closed -$71K – 592
2015
Q3 		$71K Buy
+10,258
New +$81.5K 0.01% 525

Other funds holding CHW

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
MP
Mangrove Partners Greenwich, Connecticut $1.52B AUM 36.54% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
GC
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
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $7.02B AUM 31.58% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Stratos Wealth Partners's CHW Position: Q4 2024 in Review

Stratos Wealth Partners sold out of Calamos Global Dynamic Income Fund (CHW) in Q4 2024, closing a stake of 11,850 shares — an estimated $85K sold.

Stratos Wealth Partners first reported a position in CHW in Q3 2015 and held it in 30 quarters. The position peaked at $168K in Q3 2018. 93 funds tracked by Wall St. Rank hold CHW as of Q4 2024.

  • Stratos Wealth Partners reported no remaining Calamos Global Dynamic Income Fund position as of Q4 2024 after selling out during the quarter.
  • Stratos Wealth Partners sold 11,850 Calamos Global Dynamic Income Fund shares in Q4 2024, an estimated $85K.
  • Stratos Wealth Partners first reported a position in Calamos Global Dynamic Income Fund in Q3 2015 and held it in 30 quarters.
  • Stratos Wealth Partners's Calamos Global Dynamic Income Fund position peaked at $168K in Q3 2018.
  • 93 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q4 2024.

Based on Stratos Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.