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Advisory Solutions Group’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Advisory Solutions Group’s Portfolio CHI Stock Details CHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.13M Buy
99,023
+16,305
+20% +$207K 0.24% 97
2026
Q2 		$1.11M Buy
+82,718
New +$1.02M 0.38% 62

Other funds holding CHI

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $73.6B AUM 18.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Samalin Investment Counsel
Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Marathon Strategic Advisors
Marathon Strategic Advisors Pittsburgh, Pennsylvania $171M AUM 48.57% 1-Year Est. Return

Advisory Solutions Group's CHI Position: Q3 2026 in Review

Advisory Solutions Group increased its Calamos Convertible Opportunities and Income Fund (CHI) stake by 20% in Q3 2026, buying an estimated $207K and bringing the position to 99,023 shares worth $1.13M. The position accounts for 0.24% of the portfolio, ranked #97.

Advisory Solutions Group first reported a position in CHI in Q2 2026 and has held it in 2 quarters since. 119 funds tracked by Wall St. Rank hold CHI as of Q3 2026.

  • Advisory Solutions Group held 99,023 shares of Calamos Convertible Opportunities and Income Fund worth $1.13M as of Q3 2026.
  • Advisory Solutions Group bought 16,305 Calamos Convertible Opportunities and Income Fund shares in Q3 2026, an estimated $207K.
  • Calamos Convertible Opportunities and Income Fund made up 0.24% of Advisory Solutions Group's portfolio in Q3 2026, its #97 holding.
  • Advisory Solutions Group first reported a position in Calamos Convertible Opportunities and Income Fund in Q2 2026 and has held it in 2 quarters since.
  • 119 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.