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	–	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

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

Valeo Financial Advisors's CHW Position: Q2 2026 in Review

Valeo Financial Advisors increased its Calamos Global Dynamic Income Fund (CHW) stake by 1.8% in Q2 2026, buying an estimated $2.19K and bringing the position to 14,949 shares worth $133K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Valeo Financial Advisors first reported a position in CHW in Q4 2019 and has held it in 13 quarters since. The position peaked at $138K in Q3 2024. 103 funds tracked by Wall St. Rank hold CHW as of Q2 2026.

Valeo Financial Advisors held 14,949 shares of Calamos Global Dynamic Income Fund worth $133K as of Q2 2026.
Valeo Financial Advisors bought 258 Calamos Global Dynamic Income Fund shares in Q2 2026, an estimated $2.19K.
Calamos Global Dynamic Income Fund made up ﹤0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #788 holding.
Valeo Financial Advisors first reported a position in Calamos Global Dynamic Income Fund in Q4 2019 and has held it in 13 quarters since.
Valeo Financial Advisors's Calamos Global Dynamic Income Fund position peaked at $138K in Q3 2024.
103 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.