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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return

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

Atria Wealth Solutions increased its Calamos Convertible and High Income Fund (CHY) stake by 8.5% in Q2 2025, buying an estimated $20.2K and bringing the position to 25,100 shares worth $276K. The position accounts for 0.01% of the portfolio, ranked #1201.

Atria Wealth Solutions first reported a position in CHY in Q1 2022 and has held it in 14 quarters since. The position peaked at $534K in Q1 2022. 136 funds tracked by Wall St. Rank hold CHY as of Q2 2025.

Atria Wealth Solutions held 25,100 shares of Calamos Convertible and High Income Fund worth $276K as of Q2 2025.
Atria Wealth Solutions bought 1,964 Calamos Convertible and High Income Fund shares in Q2 2025, an estimated $20.2K.
Calamos Convertible and High Income Fund made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1201 holding.
Atria Wealth Solutions first reported a position in Calamos Convertible and High Income Fund in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Calamos Convertible and High Income Fund position peaked at $534K in Q1 2022.
136 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2025.

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