AWS
CHI

Atria Wealth Solutions’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Atria Wealth Solutions’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
Q2 		$149K Sell
14,194
-17,879
-56% -$179K ﹤0.01% 1413
2025
Q1 		$308K Sell
32,073
-356
-1% -$3.86K ﹤0.01% 1447
2024
Q4 		$387K Sell
32,429
-65
-0.2% -$771 ﹤0.01% 1405
2024
Q3 		$378K Buy
32,494
+94
+0.3% +$1.08K ﹤0.01% 1380
2024
Q2 		$377K Buy
32,400
+1,497
+5% +$16.9K ﹤0.01% 1368
2024
Q1 		$351K Sell
30,903
-4,723
-13% -$51.4K ﹤0.01% 1455
2023
Q4 		$369K Buy
35,626
+1,530
+4% +$15.8K ﹤0.01% 1357
2023
Q3 		$359K Sell
34,096
-11,012
-24% -$120K 0.01% 1300
2023
Q2 		$505K Sell
45,108
-323
-0.7% -$3.42K 0.01% 1152
2023
Q1 		$478K Buy
45,431
+1,511
+3% +$17.4K 0.01% 1168
2022
Q4 		$464K Sell
43,920
-1,069
-2% -$11.5K 0.01% 1121
2022
Q3 		$435K Buy
44,989
+24,500
+120% +$286K 0.01% 1103
2022
Q2 		$220K Sell
20,489
-20,690
-50% -$245K ﹤0.01% 1399
2022
Q1 		$544K Buy
+41,179
New +$555K 0.01% 1022

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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Atria Wealth Solutions's CHI Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Calamos Convertible Opportunities and Income Fund (CHI) stake by 56% in Q2 2025, selling an estimated $179K and leaving 14,194 shares worth $149K. The position accounts for ﹤0.01% of the portfolio, ranked #1413.

Atria Wealth Solutions first reported a position in CHI in Q1 2022 and has held it in 14 quarters since. The position peaked at $544K in Q1 2022. 136 funds tracked by Wall St. Rank hold CHI as of Q2 2025.

  • Atria Wealth Solutions held 14,194 shares of Calamos Convertible Opportunities and Income Fund worth $149K as of Q2 2025.
  • Atria Wealth Solutions sold 17,879 Calamos Convertible Opportunities and Income Fund shares in Q2 2025, an estimated $179K.
  • Calamos Convertible Opportunities and Income Fund made up ﹤0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1413 holding.
  • Atria Wealth Solutions first reported a position in Calamos Convertible Opportunities and Income Fund in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's Calamos Convertible Opportunities and Income Fund position peaked at $544K in Q1 2022.
  • 136 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.