AAS
CHI

Avantax Advisory Services’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Avantax Advisory Services’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 		$3.37M Sell
320,756
-33,923
-10% -$339K 0.02% 580
2025
Q1 		$3.4M Buy
354,679
+14,780
+4% +$160K 0.02% 538
2024
Q4 		$4.06M Buy
339,899
+9,000
+3% +$107K 0.03% 466
2024
Q3 		$3.85M Buy
330,899
+23,942
+8% +$275K 0.03% 470
2024
Q2 		$3.57M Buy
306,957
+10,763
+4% +$121K 0.03% 474
2024
Q1 		$3.36M Buy
296,194
+21,774
+8% +$237K 0.03% 400
2023
Q4 		$2.84M Buy
274,420
+3,602
+1% +$37.1K 0.03% 409
2023
Q3 		$2.85M Buy
270,818
+44,705
+20% +$487K 0.03% 365
2023
Q2 		$2.53M Buy
226,113
+23,918
+12% +$253K 0.03% 390
2023
Q1 		$2.13M Buy
202,195
+23,531
+13% +$271K 0.03% 424
2022
Q4 		$1.88M Buy
178,664
+14,879
+9% +$161K 0.03% 443
2022
Q3 		$1.58M Buy
163,785
+68,036
+71% +$793K 0.02% 428
2022
Q2 		$1.03M Buy
95,749
+8,930
+10% +$106K 0.02% 544
2022
Q1 		$1.15M Buy
+86,819
New +$1.17M 0.02% 507
2020
Q4 		– Sell
-34,487
Closed -$379K – 995
2020
Q3 		$379K Buy
34,487
+20,986
+155% +$235K 0.01% 916
2020
Q2 		$144K Sell
13,501
-219
-2% -$2.09K ﹤0.01% 809
2020
Q1 		$113K Sell
13,720
-2,114
-13% -$21.7K ﹤0.01% 757
2019
Q4 		$175K Buy
+15,834
New +$170K ﹤0.01% 786
2019
Q3 		– Sell
-11,920
Closed -$125K – 575
2019
Q2 		$125K Sell
11,920
-2,067
-15% -$21.5K 0.01% 499
2019
Q1 		$142K Buy
13,987
+951
+7% +$9.55K 0.01% 474
2018
Q4 		$118K Buy
+13,036
New +$130K 0.02% 394

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 $18.1B AUM 24.63% 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 $79.5B AUM 27.1% 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

Avantax Advisory Services's CHI Position: Q2 2025 in Review

Avantax Advisory Services reduced its Calamos Convertible Opportunities and Income Fund (CHI) stake by 9.6% in Q2 2025, selling an estimated $339K and leaving 320,756 shares worth $3.37M. The position accounts for 0.02% of the portfolio, ranked #580.

Avantax Advisory Services first reported a position in CHI in Q4 2018 and has held it in 21 quarters since. The position peaked at $4.06M in Q4 2024. 136 funds tracked by Wall St. Rank hold CHI as of Q2 2025.

  • Avantax Advisory Services held 320,756 shares of Calamos Convertible Opportunities and Income Fund worth $3.37M as of Q2 2025.
  • Avantax Advisory Services sold 33,923 Calamos Convertible Opportunities and Income Fund shares in Q2 2025, an estimated $339K.
  • Calamos Convertible Opportunities and Income Fund made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #580 holding.
  • Avantax Advisory Services first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2018 and has held it in 21 quarters since.
  • Avantax Advisory Services's Calamos Convertible Opportunities and Income Fund position peaked at $4.06M in Q4 2024.
  • 136 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.