Arax Advisory Partners’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Arax Advisory 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
2026 Q2	$431K	Buy	32,098 +287	+0.9%	+$3.54K	﹤0.01%	1727
2026 Q1	$342K	Sell	31,811 -9,862	-24%	-$111K	0.01%	799
2025 Q4	$437K	Buy	41,673 +3,819	+10%	+$41.7K	0.01%	655
2025 Q3	$408K	Sell	37,854 -3,760	-9%	-$39.4K	0.01%	983
2025 Q2	$438K	Buy	41,614 +125	+0.3%	+$1.25K	0.02%	423
2025 Q1	$398K	Buy	41,489 +333	+0.8%	+$3.61K	0.03%	358
2024 Q4	$491K	Buy	41,156 +298	+0.7%	+$3.54K	0.03%	305
2024 Q3	$476K	Buy	40,858 +3,250	+9%	+$37.3K	0.04%	213
2024 Q2	$438K	Buy	37,608 +10,163	+37%	+$114K	0.04%	218
2024 Q1	$312K	Buy	+27,445	New	+$299K	0.03%	241
2022 Q2	–	Sell	-4,500	Closed	-$59K	–	1166
2022 Q1	$59K	Hold	4,500	–	–	0.01%	425
2021 Q4	$68K	Hold	4,500	–	–	0.01%	417
2021 Q3	$67K	Hold	4,500	–	–	0.01%	410
2021 Q2	$68K	Buy	+4,500	New	+$67.1K	0.01%	416
2020 Q4	$61K	Hold	4,500	–	–	0.01%	381
2020 Q3	$50K	Hold	4,500	–	–	0.01%	379
2020 Q2	$48K	Hold	4,500	–	–	0.01%	372
2020 Q1	$38K	Hold	4,500	–	–	0.01%	384
2019 Q4	$50K	Hold	4,500	–	–	0.01%	342
2019 Q3	$47K	Hold	4,500	–	–	0.01%	340
2019 Q2	$47K	Buy	+4,500	New	+$46.7K	0.02%	332
2018 Q4	$35K	Hold	4,000	–	–	0.01%	310
2018 Q3	$48K	Buy	+4,000	New	+$49.1K	0.02%	293

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

Arax Advisory Partners's CHI Position: Q2 2026 in Review

Arax Advisory Partners increased its Calamos Convertible Opportunities and Income Fund (CHI) stake by 0.9% in Q2 2026, buying an estimated $3.54K and bringing the position to 32,098 shares worth $431K. The position accounts for ﹤0.01% of the portfolio, ranked #1727.

Arax Advisory Partners first reported a position in CHI in Q3 2018 and has held it in 23 quarters since. The position peaked at $491K in Q4 2024. 135 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

Arax Advisory Partners held 32,098 shares of Calamos Convertible Opportunities and Income Fund worth $431K as of Q2 2026.
Arax Advisory Partners bought 287 Calamos Convertible Opportunities and Income Fund shares in Q2 2026, an estimated $3.54K.
Calamos Convertible Opportunities and Income Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1727 holding.
Arax Advisory Partners first reported a position in Calamos Convertible Opportunities and Income Fund in Q3 2018 and has held it in 23 quarters since.
Arax Advisory Partners's Calamos Convertible Opportunities and Income Fund position peaked at $491K in Q4 2024.
135 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.