Alpha Cubed Investments’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Alpha Cubed Investments’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
2025 Q4	$176K	Buy	16,808 +4,508	+37%	+$49.2K	0.01%	287
2025 Q3	$133K	Hold	12,300	–	–	﹤0.01%	290
2025 Q2	$129K	Hold	12,300	–	–	﹤0.01%	286
2025 Q1	$118K	Hold	12,300	–	–	0.01%	293
2024 Q4	$147K	Hold	12,300	–	–	0.01%	254
2024 Q3	$143K	Hold	12,300	–	–	0.01%	258
2024 Q2	$143K	Hold	12,300	–	–	0.01%	279
2024 Q1	$140K	Hold	12,300	–	–	0.01%	278
2023 Q4	$127K	Buy	+12,300	New	+$127K	0.01%	266

Other funds holding CHI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

Alpha Cubed Investments's CHI Position: Q4 2025 in Review

Alpha Cubed Investments increased its Calamos Convertible Opportunities and Income Fund (CHI) stake by 37% in Q4 2025, buying an estimated $49.2K and bringing the position to 16,808 shares worth $176K. The position accounts for 0.01% of the portfolio, ranked #287.

Alpha Cubed Investments first reported a position in CHI in Q4 2023 and has held it in 9 quarters since. 143 funds tracked by Wall St. Rank hold CHI as of Q4 2025.

Alpha Cubed Investments held 16,808 shares of Calamos Convertible Opportunities and Income Fund worth $176K as of Q4 2025.
Alpha Cubed Investments bought 4,508 Calamos Convertible Opportunities and Income Fund shares in Q4 2025, an estimated $49.2K.
Calamos Convertible Opportunities and Income Fund made up 0.01% of Alpha Cubed Investments's portfolio in Q4 2025, its #287 holding.
Alpha Cubed Investments first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2023 and has held it in 9 quarters since.
143 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q4 2025.

Based on Alpha Cubed Investments's 13F filing for Q4 2025, filed 3 Feb 2026.