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

AmeriFlex 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	$49.7K	Hold	3,700	–	–	0.02%	503
2026 Q1	$39.7K	Hold	3,700	–	–	0.02%	467
2025 Q4	$38.8K	Sell	3,700 -3,700	-50%	-$40.4K	0.02%	471
2025 Q3	$79.8K	Buy	7,400 +4,400	+147%	+$46.1K	0.03%	365
2025 Q2	$31.2K	Sell	3,000 -1,213	-29%	-$12.1K	0.02%	481
2025 Q1	$40.4K	Sell	4,213 -2,674	-39%	-$29K	0.02%	511
2024 Q4	$78.3K	Buy	+6,887	New	+$81.7K	0.04%	347

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

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

AmeriFlex Group's CHI Position: Q2 2026 in Review

AmeriFlex Group held its Calamos Convertible Opportunities and Income Fund (CHI) position steady in Q2 2026 at 3,700 shares worth $49.7K. The position accounts for 0.02% of the portfolio, ranked #503.

AmeriFlex Group first reported a position in CHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $79.8K in Q3 2025. 135 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

AmeriFlex Group held 3,700 shares of Calamos Convertible Opportunities and Income Fund worth $49.7K as of Q2 2026.
AmeriFlex Group left its Calamos Convertible Opportunities and Income Fund share count unchanged in Q2 2026.
Calamos Convertible Opportunities and Income Fund made up 0.02% of AmeriFlex Group's portfolio in Q2 2026, its #503 holding.
AmeriFlex Group first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's Calamos Convertible Opportunities and Income Fund position peaked at $79.8K in Q3 2025.
135 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.