Cetera Investment Advisers
Position in CHW — Calamos Global Dynamic Income Fund
CIK 1666741
SCHAUMBURG, IL
Position in CHW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$494,594
+$391,099 QoQ
Shares Held
68,126
+387.8% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
19 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, 2026Cetera Investment Advisers holds $1,058,754,012 across 344 Asset Management names. CHW ranks #219 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
72,806 | $70,018,258 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
1,726,789 | $61,197,402 | |
| 3 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
3,883,014 | $55,449,439 | |
| 4 | BPRE |
Bluerock Private Real Estate Fund
|
3,211,031 | $53,335,224 | |
| 5 | BX |
Blackstone Inc.
|
427,819 | $49,194,906 | |
| 6 | PSLV |
Sprott Physical Silver Trust
|
1,457,155 | $35,540,010 | |
| 7 | BN |
BROOKFIELD Corp /ON/
|
799,536 | $32,357,221 | |
| 8 | PDI |
PIMCO Dynamic Income Fund
|
1,708,064 | $29,224,975 |
All Filings in CHW
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $494,594 | 68,126 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $103,495 | 13,967 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $110,400 | 14,642 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $104,290 | 14,627 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $89,325 | 13,979 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $98,394 | 14,577 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $118,412 | 16,515 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $159,268 | 23,217 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $161,747 | 24,846 | Shares | Sole | 2024-05-24 | |
| 2023-06-30 | $97,596 | 16,212 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $112,352 | 18,788 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $121,577 | 21,788 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $88,549 | 14,588 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $151,519 | 22,217 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $177,750 | 20,017 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $198,303 | 19,890 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $181,370 | 18,952 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $202,792 | 18,503 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $171,103 | 16,742 | Shares | Sole | 2021-05-17 | |
| No filing history on record for this holder in this stock. | ||||||