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

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
SCM
Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
MAG
MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM