Institute for Wealth Management, LLC.
Position in CHW — Calamos Global Dynamic Income Fund
CIK 1533954
DENVER, CO
Position in CHW
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$212,718
-$4,395 QoQ
Shares Held
29,300
0.0% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHW Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Institute for Wealth Management, LLC. holds $12,677,890 across 31 Asset Management names. CHW ranks #24 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
17,494 | $2,011,635 | |
| 2 | KKR |
KKR & Co. Inc.
|
9,779 | $904,557 | |
| 3 | CET |
Central Securities Corp
|
16,394 | $814,126 | |
| 4 | BXSL |
Blackstone Secured Lending Fund
|
34,270 | $811,856 | |
| 5 | CHI |
Calamos Convertible Opportunities & Income Fund
|
59,277 | $636,634 | |
| 6 | ECF |
Ellsworth Growth & Income Fund Ltd
|
52,756 | $588,229 | |
| 7 | USA |
Liberty All Star Equity Fund
|
89,063 | $494,299 | |
| 8 | APO |
Apollo Global Management, Inc.
|
4,369 | $486,793 |
All Filings in CHW
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $212,718 | 29,300 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $217,113 | 29,300 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $220,922 | 29,300 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $208,909 | 29,300 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $194,895 | 30,500 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $205,875 | 30,500 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $218,685 | 30,500 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $209,230 | 30,500 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $201,308 | 30,923 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $178,425 | 30,923 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $198,681 | 35,863 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $224,208 | 37,244 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $222,719 | 37,244 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $232,038 | 41,584 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $233,962 | 38,544 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $262,870 | 38,544 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $343,362 | 38,667 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $385,509 | 38,667 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $374,751 | 39,159 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $429,182 | 39,159 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $400,664 | 39,204 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $376,099 | 39,341 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $320,842 | 39,464 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $288,481 | 39,464 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $228,245 | 39,764 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||