AFG
CHY

Atomi Financial Group’s Calamos Convertible and High Income Fund CHY Stock Holding History

Atomi Financial Group’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 		$1.03M Buy
75,566
+3,281
+5% +$41.4K 0.03% 460
2026
Q1 		$787K Buy
72,285
+5,598
+8% +$65.4K 0.02% 521
2025
Q4 		$754K Buy
66,687
+37,552
+129% +$430K 0.02% 515
2025
Q3 		$327K Buy
29,135
+8,097
+38% +$89.2K 0.01% 845
2025
Q2 		$231K Hold
21,038
– – 0.01% 972
2025
Q1 		$212K Buy
21,038
+583
+3% +$6.45K 0.01% 948
2024
Q4 		$248K Buy
20,455
+1,802
+10% +$21.9K 0.01% 815
2024
Q3 		$223K Buy
18,653
+63
+0.3% +$725 0.01% 807
2024
Q2 		$207K Buy
18,590
+3,711
+25% +$41.6K 0.02% 726
2024
Q1 		$176K Sell
14,879
-85
-0.6% -$1K 0.02% 691
2023
Q4 		$172K Sell
14,964
-804
-5% -$9.1K 0.02% 559
2023
Q3 		$176K Hold
15,768
– – 0.06% 318
2023
Q2 		$177K Buy
15,768
+641
+4% +$6.85K 0.08% 257
2023
Q1 		$165K Buy
+15,127
New +$180K 0.09% 209

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 22.96% 1-Year Est. Return

Atomi Financial Group's CHY Position: Q2 2026 in Review

Atomi Financial Group increased its Calamos Convertible and High Income Fund (CHY) stake by 4.5% in Q2 2026, buying an estimated $41.4K and bringing the position to 75,566 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #460.

Atomi Financial Group first reported a position in CHY in Q1 2023 and has held it in 14 quarters since. 135 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

  • Atomi Financial Group held 75,566 shares of Calamos Convertible and High Income Fund worth $1.03M as of Q2 2026.
  • Atomi Financial Group bought 3,281 Calamos Convertible and High Income Fund shares in Q2 2026, an estimated $41.4K.
  • Calamos Convertible and High Income Fund made up 0.03% of Atomi Financial Group's portfolio in Q2 2026, its #460 holding.
  • Atomi Financial Group first reported a position in Calamos Convertible and High Income Fund in Q1 2023 and has held it in 14 quarters since.
  • 135 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.