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Equibles

Steward Partners Investment Advisory, LLC

Position in CHW — Calamos Global Dynamic Income Fund

CIK 1723397 STAMFORD, CT
Back to CHW Full portfolio

Position in CHW

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$25,393
+$4,702 QoQ
Shares Held
2,850
0.0% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#92
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

Steward Partners Investment Advisory, LLC holds $303,063,686 across 294 Asset Management names. CHW ranks #230 (0.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 BLK
BlackRock, Inc.
 21,807 $20,968,738
2 BST
BlackRock Science & Technology Trust
 211,966 $10,748,795
3 GDV
Gabelli Dividend & Income Trust
 365,524 $10,746,405
4 BX
Blackstone Inc.
 90,124 $10,604,891
5 ARCC
Ares Capital Corp
 406,494 $7,532,333
6 BSTZ
BlackRock Science & Technology Term Trust
 243,765 $7,320,262
7 PHYS
Sprott Physical Gold Trust
 225,504 $6,803,455
8 ETV
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
 437,539 $6,510,580

All Filings in CHW

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $25,393 2,850
2026-03-31 $20,691 2,850
2025-12-31 $26,053 3,516
2025-09-30 $26,510 3,516
2025-06-30 $53,589 7,516
2025-03-31 $48,027 7,516
2024-12-31 $50,733 7,516
2024-09-30 $90,571 12,632
2024-06-30 $54,194 7,900
2024-03-31 $51,429 7,900
2023-12-31 $45,583 7,900
2023-09-30 $43,766 7,900
2023-06-30 $31,003 5,150
2023-03-31 $30,797 5,150
2022-12-31 $28,737 5,150
2022-09-30 $59,989 9,883
2022-06-30 $70,587 10,350
2022-03-31 $87,761 9,883
2021-12-31 $112,092 11,243
2021-09-30 $107,595 11,243
2021-06-30 $123,223 11,243
2021-03-31 $146,585 14,343
2020-12-31 $137,119 14,343
2020-09-30 $161,079 19,813
2020-06-30 $147,757 20,213
2020-03-31 $88,855 15,480