AGP
CHY

Autumn Glory Partners’s Calamos Convertible and High Income Fund CHY Stock Holding History

Autumn Glory 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 		$409K Hold
30,000
– – 0.12% 148
2026
Q1 		$327K Hold
30,000
– – 0.12% 159
2025
Q4 		$339K Buy
+30,000
New +$344K 0.12% 154

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

Autumn Glory Partners's CHY Position: Q2 2026 in Review

Autumn Glory Partners held its Calamos Convertible and High Income Fund (CHY) position steady in Q2 2026 at 30,000 shares worth $409K. The position accounts for 0.12% of the portfolio, ranked #148.

Autumn Glory Partners first reported a position in CHY in Q4 2025 and has held it in 3 quarters since. 136 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

  • Autumn Glory Partners held 30,000 shares of Calamos Convertible and High Income Fund worth $409K as of Q2 2026.
  • Autumn Glory Partners left its Calamos Convertible and High Income Fund share count unchanged in Q2 2026.
  • Calamos Convertible and High Income Fund made up 0.12% of Autumn Glory Partners's portfolio in Q2 2026, its #148 holding.
  • Autumn Glory Partners first reported a position in Calamos Convertible and High Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 136 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

Based on Autumn Glory Partners's 13F filing for Q2 2026, filed 3 Aug 2026.