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 Q2	$1.11M	Buy	+82,718	New	+$1.02M	0.38%	62

Other funds holding CHI

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Advisory Solutions Group's CHI Position: Q2 2026 in Review

Advisory Solutions Group opened a new position in Calamos Convertible Opportunities and Income Fund (CHI) in Q2 2026: 82,718 shares worth $1.11M. The stake represents 0.38% of the portfolio and ranks #62 among its holdings.

132 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

Advisory Solutions Group held 82,718 shares of Calamos Convertible Opportunities and Income Fund worth $1.11M as of Q2 2026.
Calamos Convertible Opportunities and Income Fund was a new Advisory Solutions Group position in Q2 2026.
Calamos Convertible Opportunities and Income Fund made up 0.38% of Advisory Solutions Group's portfolio in Q2 2026, its #62 holding.
132 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on Advisory Solutions Group's 13F filing for Q2 2026, filed 29 Jul 2026.