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Equibles

EverSource Wealth Advisors, LLC

Position in CHW — Calamos Global Dynamic Income Fund

CIK 1710537 BIRMINGHAM, AL
Back to CHW Full portfolio

Position in CHW

as of Jun 30, 2026 · filed Jul 24, 2026
Position Value
$22,275
+$4,125 QoQ
Shares Held
2,500
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#93
of 104 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CHW Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

EverSource Wealth Advisors, LLC holds $64,931,740 across 133 Asset Management names. CHW ranks #85 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 APO
Apollo Global Management, Inc.
 254,392 $30,097,113
2 KKR
KKR & Co. Inc.
 108,313 $9,940,961
3 BX
Blackstone Inc.
 63,714 $7,497,219
4 PSLV
Sprott Physical Silver Trust
 167,767 $3,165,763
5 PHYS
Sprott Physical Gold Trust
 82,485 $2,488,572
6 CEF
Sprott Physical Gold & Silver Trust
 29,499 $1,186,744
7 BLK
BlackRock, Inc.
 1,156 $1,111,559
8 AMP
Ameriprise Financial Inc
 1,713 $785,851

All Filings in CHW

Export CSV
15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $22,275 2,500
2026-03-31 $18,150 2,500
2025-12-31 $18,525 2,500
2025-09-30 $18,850 2,500
2025-06-30 $17,825 2,500
2025-03-31 $15,975 2,500
2024-12-31 $24,023 3,559
2024-09-30 $32,429 4,523
2024-06-30 $30,828 4,494
2024-03-31 $28,976 4,451
2023-12-31 $25,324 4,389
2023-09-30 $24,038 4,339
2023-06-30 $25,934 4,308
2023-03-31 $25,761 4,308
2022-12-31 $10,088 1,808