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 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	–	1679
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

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Wealth Enhancement Advisory Services

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Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM