AF
CHY

Advisornet Financial’s Calamos Convertible and High Income Fund CHY Stock Holding History

Advisornet Financial’s Portfolio CHY Stock Details CHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.9K Hold
1,017
– – ﹤0.01% 1491
2026
Q1 		$11.1K Hold
1,017
– – ﹤0.01% 1517
2025
Q4 		$11.5K Sell
1,017
-2,066
-67% -$23.7K ﹤0.01% 1498
2025
Q3 		$34.6K Buy
3,083
+54
+2% +$595 ﹤0.01% 1142
2025
Q2 		$33.3K Buy
3,029
+2,012
+198% +$20.7K ﹤0.01% 1123
2025
Q1 		$10.3K Hold
1,017
– – ﹤0.01% 1403
2024
Q4 		$12.3K Hold
1,017
– – ﹤0.01% 1272
2024
Q3 		$12.1K Hold
1,017
– – ﹤0.01% 1361
2024
Q2 		$11.3K Hold
1,017
– – ﹤0.01% 1272
2024
Q1 		$12K Buy
1,017
+17
+2% +$200 ﹤0.01% 1233
2023
Q4 		$11.5K Hold
1,000
– – ﹤0.01% 1269
2023
Q3 		$11.2K Hold
1,000
– – ﹤0.01% 1219
2023
Q2 		$11.2K Hold
1,000
– – ﹤0.01% 1292
2023
Q1 		$10.9K Hold
1,000
– – ﹤0.01% 1277
2022
Q4 		$10.6K Hold
1,000
– – ﹤0.01% 1279
2022
Q3 		$10K Hold
1,000
– – ﹤0.01% 1333
2022
Q2 		$11K Hold
1,000
– – ﹤0.01% 1305
2022
Q1 		$14K Buy
+1,000
New +$14.3K ﹤0.01% 1345
2020
Q4 		– Sell
-400
Closed -$5K – 1684
2020
Q3 		$5K Hold
400
– – ﹤0.01% 1411
2020
Q2 		$5K Hold
400
– – ﹤0.01% 1439
2020
Q1 		$4K Buy
+400
New +$4.29K ﹤0.01% 1461
2019
Q4 		– Sell
-673
Closed -$7K – 1861
2019
Q3 		$7K Hold
673
– – ﹤0.01% 1456
2019
Q2 		$7K Buy
+673
New +$7.34K ﹤0.01% 1304

Other funds holding CHY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Advisornet Financial's CHY Position: Q2 2026 in Review

Advisornet Financial held its Calamos Convertible and High Income Fund (CHY) position steady in Q2 2026 at 1,017 shares worth $13.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1491.

Advisornet Financial first reported a position in CHY in Q2 2019 and has held it in 23 quarters since. The position peaked at $34.6K in Q3 2025. 135 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

  • Advisornet Financial held 1,017 shares of Calamos Convertible and High Income Fund worth $13.9K as of Q2 2026.
  • Advisornet Financial left its Calamos Convertible and High Income Fund share count unchanged in Q2 2026.
  • Calamos Convertible and High Income Fund made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1491 holding.
  • Advisornet Financial first reported a position in Calamos Convertible and High Income Fund in Q2 2019 and has held it in 23 quarters since.
  • Advisornet Financial's Calamos Convertible and High Income Fund position peaked at $34.6K in Q3 2025.
  • 135 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.