AWM
CHY

Avior Wealth Management’s Calamos Convertible and High Income Fund CHY Stock Holding History

Avior Wealth Management’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
Q1 		– Sell
-535
Closed -$6.5K – 1025
2024
Q4 		$6.5K Buy
535
+14
+3% +$170 ﹤0.01% 1769
2024
Q3 		$6.22K Buy
521
+14
+3% +$161 ﹤0.01% 1701
2024
Q2 		$5.67K Buy
507
+14
+3% +$157 ﹤0.01% 1687
2024
Q1 		$5.83K Buy
493
+13
+3% +$153 ﹤0.01% 2039
2023
Q4 		$5.51K Buy
480
+13
+3% +$147 ﹤0.01% 1119
2023
Q3 		$5.22K Buy
467
+13
+3% +$146 ﹤0.01% 1179
2023
Q2 		$5.11K Buy
454
+12
+3% +$128 ﹤0.01% 1157
2023
Q1 		$4.83K Buy
442
+12
+3% +$142 ﹤0.01% 1209
2022
Q4 		$4.54K Buy
430
+12
+3% +$134 ﹤0.01% 969
2022
Q3 		$4K Buy
418
+10
+2% +$122 ﹤0.01% 951
2022
Q2 		$4K Buy
408
+10
+3% +$124 ﹤0.01% 871
2022
Q1 		$5K Buy
398
+9
+2% +$129 ﹤0.01% 898
2021
Q4 		$6K Buy
389
+7
+2% +$114 ﹤0.01% 857
2021
Q3 		$5K Buy
382
+7
+2% +$113 ﹤0.01% 845
2021
Q2 		$6K Buy
375
+6
+2% +$95 ﹤0.01% 802
2021
Q1 		$5K Buy
369
+8
+2% +$119 ﹤0.01% 827
2020
Q4 		$5K Sell
361
-302
-46% -$3.93K ﹤0.01% 780
2020
Q3 		$7K Sell
663
-1,939
-75% -$23K ﹤0.01% 721
2020
Q2 		$29K Buy
+2,602
New +$26.6K ﹤0.01% 529

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JWBC
J.W. Burns & Co Dewitt, New York $959M AUM 25.08% 1-Year Est. Return

Avior Wealth Management's CHY Position: Q1 2025 in Review

Avior Wealth Management sold out of Calamos Convertible and High Income Fund (CHY) in Q1 2025, closing a stake of 535 shares — an estimated $6.5K sold.

Avior Wealth Management first reported a position in CHY in Q2 2020 and held it in 19 quarters. The position peaked at $29K in Q2 2020. 135 funds tracked by Wall St. Rank hold CHY as of Q1 2025.

  • Avior Wealth Management reported no remaining Calamos Convertible and High Income Fund position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 535 Calamos Convertible and High Income Fund shares in Q1 2025, an estimated $6.5K.
  • Avior Wealth Management first reported a position in Calamos Convertible and High Income Fund in Q2 2020 and held it in 19 quarters.
  • Avior Wealth Management's Calamos Convertible and High Income Fund position peaked at $29K in Q2 2020.
  • 135 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.