Ahrens Investment Partners’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Ahrens Investment Partners’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
2023 Q1	$23.3K	Buy	+2,219	New	+$25.6K	0.01%	446
2022 Q3	–	Sell	-2,089	Closed	-$22K	–	283
2022 Q2	$22K	Buy	2,089 +39	+2%	+$462	0.01%	477
2022 Q1	$27K	Sell	2,050 -1,368	-40%	-$18.4K	0.01%	531
2021 Q4	$52K	Buy	+3,418	New	+$53K	0.02%	395

Other funds holding CHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lindbrook Capital Calabasas, California $1.08B AUM 10.14% 1-Year Est. Return

Ahrens Investment Partners's CHI Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Calamos Convertible Opportunities and Income Fund (CHI) in Q1 2023: 2,219 shares worth $23.3K. The stake represents 0.01% of the portfolio and ranks #446 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in CHI as recently as Q2 2022.

Ahrens Investment Partners first reported a position in CHI in Q4 2021 and has held it in 4 quarters since. The position peaked at $52K in Q4 2021. 115 funds tracked by Wall St. Rank hold CHI as of Q1 2023.

Ahrens Investment Partners held 2,219 shares of Calamos Convertible Opportunities and Income Fund worth $23.3K as of Q1 2023.
Calamos Convertible Opportunities and Income Fund was a new Ahrens Investment Partners position in Q1 2023.
Calamos Convertible Opportunities and Income Fund made up 0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #446 holding.
Ahrens Investment Partners first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2021 and has held it in 4 quarters since.
Ahrens Investment Partners's Calamos Convertible Opportunities and Income Fund position peaked at $52K in Q4 2021.
115 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.