AWS
CHY

Atria Wealth Solutions’s Calamos Convertible and High Income Fund CHY Stock Holding History

Atria Wealth Solutions’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
Q2 		$276K Buy
25,100
+1,964
+8% +$20.2K 0.01% 1201
2025
Q1 		$234K Buy
23,136
+1,310
+6% +$14.5K ﹤0.01% 1628
2024
Q4 		$266K Sell
21,826
-980
-4% -$11.9K ﹤0.01% 1633
2024
Q3 		$272K Buy
22,806
+308
+1% +$3.54K ﹤0.01% 1574
2024
Q2 		$251K Sell
22,498
-899
-4% -$10.1K ﹤0.01% 1615
2024
Q1 		$276K Buy
23,397
+662
+3% +$7.8K ﹤0.01% 1609
2023
Q4 		$262K Buy
22,735
+641
+3% +$7.25K ﹤0.01% 1597
2023
Q3 		$247K Sell
22,094
-3,826
-15% -$43.1K ﹤0.01% 1546
2023
Q2 		$291K Sell
25,920
-3,815
-13% -$40.8K ﹤0.01% 1465
2023
Q1 		$325K Sell
29,735
-1,014
-3% -$12K ﹤0.01% 1369
2022
Q4 		$327K Sell
30,749
-6,276
-17% -$69.9K 0.01% 1314
2022
Q3 		$374K Sell
37,025
-872
-2% -$10.6K 0.01% 1178
2022
Q2 		$423K Buy
37,897
+18
+0% +$223 0.01% 1055
2022
Q1 		$534K Buy
+37,879
New +$542K 0.01% 1034

Other funds holding CHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $160M AUM 20.52% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return