CHW β€” CALAMOS GBL DYN INCOME FUND

Ownership history in Ameritas Advisory Services, LLC  Β·  3 quarters on record

AI Ownership Summary

Ameritas Advisory Services, LLC reported CALAMOS GBL DYN INCOME FUND (CHW) in 3 quarterly 13F filings from 2025 Q2 through 2025 Q3. The latest visible filing shows CHW at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CHW ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Ameritas Advisory Services, LLC's position in CALAMOS GBL DYN INCOME FUND, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CHW was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Ameritas Advisory Services, LLC held CHW β€” position size vs. price
% of Fund (quarterly)    CHW price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 REDUCED 1,632 -75 -4.4% 0.00% $12K 2025-11-06 $7.24
2025 Q2 ADDED 1,707 +1,632 +2176.0% 0.00% $12K 2025-07-21 $6.77
1 older quarter hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding CHW

As of 2026 Q1 β€” sorted by position size

CoreCap Advisors, LLC 3Y 0.0% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About Ameritas Advisory Services, LLC and CHW

These are the practical questions this page is built to answer before you even open the full history table.

How long has Ameritas Advisory Services, LLC reported owning CHW?

Ameritas Advisory Services, LLC reported CHW across 2 quarterly 13F filings, from 2025 Q2 through 2025 Q3.

What was the largest reported CHW position in Ameritas Advisory Services, LLC's portfolio?

The largest reported portfolio weight for CHW was 0.00% in 2025 Q3.

What is the latest reported CHW position on this page?

The most recent filing on this page is 2025 Q3, when Ameritas Advisory Services, LLC reported 1,632 shares, equal to 0.00% of portfolio, with an estimated market value of $12K.

What does the chart on this CHW ownership page compare?

The chart compares Ameritas Advisory Services, LLC's quarterly CHW portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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