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Valeo Financial Advisors’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Valeo Financial Advisors’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
Q3 		$123K Buy
15,265
+316
+2% +$2.69K ﹤0.01% 805
2026
Q2 		$133K Buy
14,949
+258
+2% +$2.19K ﹤0.01% 788
2026
Q1 		$107K Buy
14,691
+279
+2% +$2.17K ﹤0.01% 713
2025
Q4 		$107K Buy
14,412
+290
+2% +$2.17K ﹤0.01% 790
2025
Q3 		$106K Buy
+14,122
New +$103K ﹤0.01% 789
2025
Q2 		– Sell
-19,488
Closed -$125K – 786
2025
Q1 		$125K Buy
19,488
+142
+0.7% +$963 ﹤0.01% 658
2024
Q4 		$131K Buy
19,346
+134
+0.7% +$947 ﹤0.01% 688
2024
Q3 		$138K Buy
19,212
+512
+3% +$3.54K ﹤0.01% 669
2024
Q2 		$128K Hold
18,700
– – ﹤0.01% 627
2024
Q1 		$119K Buy
18,700
+5,700
+44% +$34.8K ﹤0.01% 626
2023
Q4 		$75K Buy
+13,000
New +$72K ﹤0.01% 617
2020
Q3 		– Sell
-4,182
Closed -$31K – 1677
2020
Q2 		$31K Hold
4,182
– – ﹤0.01% 898
2020
Q1 		$26K Buy
4,182
+1,095
+35% +$8.5K ﹤0.01% 805
2019
Q4 		$27K Buy
+3,087
New +$25.7K ﹤0.01% 844

Other funds holding CHW

SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
ASG
Advisory Solutions Group Plymouth, Minnesota $472M AUM
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $267M AUM 19.2% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Valeo Financial Advisors's CHW Position: Q3 2026 in Review

Valeo Financial Advisors increased its Calamos Global Dynamic Income Fund (CHW) stake by 2.1% in Q3 2026, buying an estimated $2.69K and bringing the position to 15,265 shares worth $123K. The position accounts for ﹤0.01% of the portfolio, ranked #805.

Valeo Financial Advisors first reported a position in CHW in Q4 2019 and has held it in 14 quarters since. The position peaked at $138K in Q3 2024. 10 funds tracked by Wall St. Rank hold CHW as of Q3 2026.

  • Valeo Financial Advisors held 15,265 shares of Calamos Global Dynamic Income Fund worth $123K as of Q3 2026.
  • Valeo Financial Advisors bought 316 Calamos Global Dynamic Income Fund shares in Q3 2026, an estimated $2.69K.
  • Calamos Global Dynamic Income Fund made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q3 2026, its #805 holding.
  • Valeo Financial Advisors first reported a position in Calamos Global Dynamic Income Fund in Q4 2019 and has held it in 14 quarters since.
  • Valeo Financial Advisors's Calamos Global Dynamic Income Fund position peaked at $138K in Q3 2024.
  • 10 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.