EverSource Wealth Advisors, LLC

Position in CHW — Calamos Global Dynamic Income Fund

CIK 1710537 BIRMINGHAM, AL

Position in CHW

as of Mar 31, 2026 · filed May 18, 2026 Compact

Position Value

$18,150

-$375 QoQ

Shares Held

2,500

0.0% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Mar 31, 2026

EverSource Wealth Advisors, LLC holds $65,983,385 across 134 Asset Management names. CHW ranks #92 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APO	Apollo Global Management, Inc.	260,401	$29,013,874
2	KKR	KKR & Co. Inc.	115,809	$10,712,330
3	BX	Blackstone Inc.	62,997	$7,244,019
4	PSLV	Sprott Physical Silver Trust	137,018	$3,341,869
5	PHYS	Sprott Physical Gold Trust	65,201	$2,310,723
6	CEF	Sprott Physical Gold & Silver Trust	29,133	$1,390,226
7	BLK	BlackRock, Inc.	1,326	$1,275,221
8	AMP	Ameriprise Financial Inc	2,308	$1,025,670

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$18,150	2,500	0.0%	Shares	Sole	2026-05-18
2025-12-31	$18,525	2,500	0.0%	Shares	Sole	2026-02-06
2025-09-30	$18,850	2,500	0.0%	Shares	Sole	2025-11-10
2025-06-30	$17,825	2,500	0.0%	Shares	Sole	2025-08-13
2025-03-31	$15,975	2,500	-29.8%	Shares	Sole	2025-05-13
2024-12-31	$24,023	3,559	-21.3%	Shares	Sole	2025-02-10
2024-09-30	$32,429	4,523	+0.6%	Shares	Sole	2024-11-08
2024-06-30	$30,828	4,494	+1.0%	Shares	Sole	2024-08-13
2024-03-31	$28,976	4,451	+1.4%	Shares	Sole	2024-06-11
2023-12-31	$25,324	4,389	+1.2%	Shares	Sole	2024-02-09
2023-09-30	$24,038	4,339	+0.7%	Shares	Sole	2023-11-03
2023-06-30	$25,934	4,308	0.0%	Shares	Sole	2023-08-04
2023-03-31	$25,761	4,308	+138.3%	Shares	Sole	2023-05-11
2022-12-31	$10,088	1,808	—	Shares	Sole	2023-02-09
No filing history on record for this holder in this stock.