AAS
CHY

Ameritas Advisory Services’s Calamos Convertible and High Income Fund CHY Stock Holding History

Ameritas Advisory Services’s Portfolio CHY Stock Details CHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2,110
Closed -$23.7K – 1124
2025
Q3 		$23.7K Buy
2,110
+306
+17% +$3.37K ﹤0.01% 1382
2025
Q2 		$19.8K Buy
+1,804
New +$18.6K ﹤0.01% 1742
2023
Q2 		– Sell
-4,104
Closed -$44.8K – 881
2023
Q1 		$44.8K Buy
+4,104
New +$48.7K ﹤0.01% 1304

Other funds holding CHY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Ameritas Advisory Services sold out of Calamos Convertible and High Income Fund (CHY) in Q4 2025, closing a stake of 2,110 shares — an estimated $23.7K sold.

Ameritas Advisory Services first reported a position in CHY in Q1 2023 and held it in 3 quarters. The position peaked at $44.8K in Q1 2023. 128 funds tracked by Wall St. Rank hold CHY as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Calamos Convertible and High Income Fund position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 2,110 Calamos Convertible and High Income Fund shares in Q4 2025, an estimated $23.7K.
  • Ameritas Advisory Services first reported a position in Calamos Convertible and High Income Fund in Q1 2023 and held it in 3 quarters.
  • Ameritas Advisory Services's Calamos Convertible and High Income Fund position peaked at $44.8K in Q1 2023.
  • 128 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q4 2025.

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