Wealth Enhancement Advisory Services
CHW

Wealth Enhancement Advisory Services’s Calamos Global Dynamic Income Fund CHW Stock Holding History

Wealth Enhancement Advisory Services’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 		$1.02M Buy
116,122
+15,429
+15% +$131K ﹤0.01% 2056
2026
Q1 		$753K Sell
100,693
-12,128
-11% -$94.5K ﹤0.01% 2007
2025
Q4 		$857K Buy
112,821
+22,925
+26% +$171K ﹤0.01% 2059
2025
Q3 		$696K Buy
89,896
+2,500
+3% +$18.2K ﹤0.01% 2109
2025
Q2 		$626K Sell
87,396
-67,600
-44% -$444K ﹤0.01% 2054
2025
Q1 		$990K Sell
154,996
-64,000
-29% -$434K ﹤0.01% 1600
2024
Q4 		$1.48M Sell
218,996
-48,600
-18% -$344K ﹤0.01% 1332
2024
Q3 		$1.92M Buy
267,596
+23,300
+10% +$161K ﹤0.01% 1074
2024
Q2 		$1.68M Buy
244,296
+52,000
+27% +$345K ﹤0.01% 1062
2024
Q1 		$1.25M Sell
192,296
-7,525
-4% -$45.9K ﹤0.01% 1133
2023
Q4 		$1.15M Sell
199,821
-8,000
-4% -$44.3K ﹤0.01% 1109
2023
Q3 		$1.15M Buy
+207,821
New +$1.24M ﹤0.01% 1042

Other funds holding CHW

Morgan Stanley
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
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
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
Baird Financial Group
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's CHW Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Calamos Global Dynamic Income Fund (CHW) stake by 15% in Q2 2026, buying an estimated $131K and bringing the position to 116,122 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #2056.

Wealth Enhancement Advisory Services first reported a position in CHW in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.92M in Q3 2024. 103 funds tracked by Wall St. Rank hold CHW as of Q2 2026.

  • Wealth Enhancement Advisory Services held 116,122 shares of Calamos Global Dynamic Income Fund worth $1.02M as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 15,429 Calamos Global Dynamic Income Fund shares in Q2 2026, an estimated $131K.
  • Calamos Global Dynamic Income Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2056 holding.
  • Wealth Enhancement Advisory Services first reported a position in Calamos Global Dynamic Income Fund in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Calamos Global Dynamic Income Fund position peaked at $1.92M in Q3 2024.
  • 103 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.