AAP
CHY

Arax Advisory Partners’s Calamos Convertible and High Income Fund CHY Stock Holding History

Arax Advisory Partners’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
2026
Q2 		$16.5K Sell
1,214
-786
-39% -$9.92K ﹤0.01% 4075
2026
Q1 		$21.8K Sell
2,000
-850
-30% -$9.93K ﹤0.01% 2070
2025
Q4 		$32.2K Hold
2,850
– – ﹤0.01% 1852
2025
Q3 		$32K Buy
+2,850
New +$31.4K ﹤0.01% 2059

Other funds holding CHY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Arax Advisory Partners reduced its Calamos Convertible and High Income Fund (CHY) stake by 39% in Q2 2026, selling an estimated $9.92K and leaving 1,214 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4075.

Arax Advisory Partners first reported a position in CHY in Q3 2025 and has held it in 4 quarters since. The position peaked at $32.2K in Q4 2025. 135 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

  • Arax Advisory Partners held 1,214 shares of Calamos Convertible and High Income Fund worth $16.5K as of Q2 2026.
  • Arax Advisory Partners sold 786 Calamos Convertible and High Income Fund shares in Q2 2026, an estimated $9.92K.
  • Calamos Convertible and High Income Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4075 holding.
  • Arax Advisory Partners first reported a position in Calamos Convertible and High Income Fund in Q3 2025 and has held it in 4 quarters since.
  • Arax Advisory Partners's Calamos Convertible and High Income Fund position peaked at $32.2K in Q4 2025.
  • 135 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

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