Avantax Advisory Services’s Calamos Convertible and High Income Fund CHY Stock Holding History

Avantax Advisory Services’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	$125K	Sell	11,396 -698	-6%	-$7.18K	﹤0.01%	2270
2025 Q1	$122K	Buy	12,094 +109	+0.9%	+$1.21K	﹤0.01%	2146
2024 Q4	$145K	Buy	11,985 +1,299	+12%	+$15.8K	﹤0.01%	2095
2024 Q3	$127K	Buy	10,686 +384	+4%	+$4.42K	﹤0.01%	2054
2024 Q2	$115K	Sell	10,302 -2,830	-22%	-$31.7K	﹤0.01%	2005
2024 Q1	$155K	Buy	13,132 +483	+4%	+$5.69K	﹤0.01%	1567
2023 Q4	$145K	Buy	12,649 +1,316	+12%	+$14.9K	﹤0.01%	1507
2023 Q3	$126K	Buy	11,333 +478	+4%	+$5.38K	﹤0.01%	1478
2023 Q2	$122K	Sell	10,855 -2,994	-22%	-$32K	﹤0.01%	1439
2023 Q1	$151K	Buy	+13,849	New	+$164K	﹤0.01%	1402
2021 Q1	–	Sell	-13,882	Closed	-$198K	–	1039
2020 Q4	$198K	Sell	13,882 -9,346	-40%	-$122K	﹤0.01%	884
2020 Q3	$272K	Buy	+23,228	New	+$276K	﹤0.01%	1072
2020 Q1	–	Sell	-16,829	Closed	-$193K	–	811
2019 Q4	$193K	Buy	+16,829	New	+$189K	﹤0.01%	784

Other funds holding CHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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 $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GIP

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

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

Avantax Advisory Services reduced its Calamos Convertible and High Income Fund (CHY) stake by 5.8% in Q2 2025, selling an estimated $7.18K and leaving 11,396 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #2270.

Avantax Advisory Services first reported a position in CHY in Q4 2019 and has held it in 13 quarters since. The position peaked at $272K in Q3 2020. 136 funds tracked by Wall St. Rank hold CHY as of Q2 2025.

Avantax Advisory Services held 11,396 shares of Calamos Convertible and High Income Fund worth $125K as of Q2 2025.
Avantax Advisory Services sold 698 Calamos Convertible and High Income Fund shares in Q2 2025, an estimated $7.18K.
Calamos Convertible and High Income Fund made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2270 holding.
Avantax Advisory Services first reported a position in Calamos Convertible and High Income Fund in Q4 2019 and has held it in 13 quarters since.
Avantax Advisory Services's Calamos Convertible and High Income Fund position peaked at $272K in Q3 2020.
136 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2025.

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