AAS
CHI

Ameritas Advisory Services’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Ameritas Advisory Services’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 		– Sell
-1,279
Closed -$13.8K – 1119
2025
Q3 		$13.8K Sell
1,279
-434
-25% -$4.55K ﹤0.01% 1560
2025
Q2 		$18K Buy
+1,713
New +$17.1K ﹤0.01% 1781
2023
Q2 		– Sell
-2,129
Closed -$22.4K – 874
2023
Q1 		$22.4K Buy
+2,129
New +$24.5K ﹤0.01% 1583

Other funds holding CHI

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

Ameritas Advisory Services's CHI Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q4 2025, closing a stake of 1,279 shares — an estimated $13.8K sold.

Ameritas Advisory Services first reported a position in CHI in Q1 2023 and held it in 3 quarters. The position peaked at $22.4K in Q1 2023. 143 funds tracked by Wall St. Rank hold CHI as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 1,279 Calamos Convertible Opportunities and Income Fund shares in Q4 2025, an estimated $13.8K.
  • Ameritas Advisory Services first reported a position in Calamos Convertible Opportunities and Income Fund in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Calamos Convertible Opportunities and Income Fund position peaked at $22.4K in Q1 2023.
  • 143 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.