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Equibles

Institute for Wealth Management, LLC.

Position in CHW — Calamos Global Dynamic Income Fund

CIK 1533954 DENVER, CO
Back to CHW Full portfolio

Position in CHW

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$261,063
+$48,345 QoQ
Shares Held
29,300
0.0% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#50
of 104 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026

Institute for Wealth Management, LLC. holds $17,964,075 across 133 Asset Management names. CHW ranks #19 (1.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BXSL
Blackstone Secured Lending Fund
 115,773 $2,744,977
2 BX
Blackstone Inc.
 17,555 $2,065,696
3 KKR
KKR & Co. Inc.
 10,154 $931,934
4 CET
Central Securities Corp
 16,394 $859,865
5 ECF
Ellsworth Growth & Income Fund Ltd
 52,289 $690,737
6 GDV
Gabelli Dividend & Income Trust
 18,050 $530,670
7 APO
Apollo Global Management, Inc.
 4,340 $513,465
8 SPXX
Nuveen S&P 500 Dynamic Overwrite Fund
 25,742 $479,830

All Filings in CHW

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $261,063 29,300
2026-03-31 $212,718 29,300
2025-12-31 $217,113 29,300
2025-09-30 $220,922 29,300
2025-06-30 $208,909 29,300
2025-03-31 $194,895 30,500
2024-12-31 $205,875 30,500
2024-09-30 $218,685 30,500
2024-06-30 $209,230 30,500
2024-03-31 $201,308 30,923
2023-12-31 $178,425 30,923
2023-09-30 $198,681 35,863
2023-06-30 $224,208 37,244
2023-03-31 $222,719 37,244
2022-12-31 $232,038 41,584
2022-09-30 $233,962 38,544
2022-06-30 $262,870 38,544
2022-03-31 $343,362 38,667
2021-12-31 $385,509 38,667
2021-09-30 $374,751 39,159
2021-06-30 $429,182 39,159
2021-03-31 $400,664 39,204
2020-12-31 $376,099 39,341
2020-09-30 $320,842 39,464
2020-06-30 $288,481 39,464
2020-03-31 $228,245 39,764