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 Q3	$584K	Sell	72,576 -43,546	-38%	-$370K	﹤0.01%	2663
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

SFS

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 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

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

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

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

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Wealth Enhancement Advisory Services's CHW Position: Q3 2026 in Review

Wealth Enhancement Advisory Services reduced its Calamos Global Dynamic Income Fund (CHW) stake by 38% in Q3 2026, selling an estimated $370K and leaving 72,576 shares worth $584K. The position accounts for ﹤0.01% of the portfolio, ranked #2663.

Wealth Enhancement Advisory Services first reported a position in CHW in Q3 2023 and has held it in 13 quarters since. The position peaked at $1.92M in Q3 2024. 10 funds tracked by Wall St. Rank hold CHW as of Q3 2026.

Wealth Enhancement Advisory Services held 72,576 shares of Calamos Global Dynamic Income Fund worth $584K as of Q3 2026.
Wealth Enhancement Advisory Services sold 43,546 Calamos Global Dynamic Income Fund shares in Q3 2026, an estimated $370K.
Calamos Global Dynamic Income Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2663 holding.
Wealth Enhancement Advisory Services first reported a position in Calamos Global Dynamic Income Fund in Q3 2023 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's Calamos Global Dynamic Income Fund position peaked at $1.92M in Q3 2024.
10 funds tracked by Wall St. Rank held Calamos Global Dynamic Income Fund as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.