AWM
CHI

AE Wealth Management’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

AE Wealth Management’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
2024
Q1 		– Sell
-14,217
Closed -$150K – 1288
2023
Q4 		$150K Buy
+14,217
New +$146K ﹤0.01% 1914

Other funds holding CHI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

AE Wealth Management's CHI Position: Q1 2024 in Review

AE Wealth Management sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q1 2024, closing a stake of 14,217 shares — an estimated $150K sold.

AE Wealth Management first reported a position in CHI in Q4 2023 and held it in 1 quarter. The position peaked at $150K in Q4 2023. 109 funds tracked by Wall St. Rank hold CHI as of Q1 2024.

  • AE Wealth Management reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 14,217 Calamos Convertible Opportunities and Income Fund shares in Q1 2024, an estimated $150K.
  • AE Wealth Management first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2023 and held it in 1 quarter.
  • AE Wealth Management's Calamos Convertible Opportunities and Income Fund position peaked at $150K in Q4 2023.
  • 109 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.