B. Riley Wealth Advisors’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

B. Riley Wealth Advisors’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
2023 Q3	–	Sell	-50,892	Closed	-$570K	–	1523
2023 Q2	$570K	Buy	+50,892	New	+$539K	0.01%	793
2015 Q1	–	Sell	-9,139	Closed	-$117	–	792
2014 Q4	$117	Sell	9,139 -995	-10%	-$13.2K	﹤0.01%	1633
2014 Q3	$137K	Buy	10,134 +1,031	+11%	+$14.2K	0.04%	551
2014 Q2	$128K	Buy	9,103 +18	+0.2%	+$247	0.03%	625
2014 Q1	$125K	Buy	9,085 +17	+0.2%	+$234	0.04%	550
2013 Q4	$120K	Sell	9,068 -282	-3%	-$3.67K	0.04%	504
2013 Q3	$118K	Buy	9,350 +800	+9%	+$10.1K	0.04%	498
2013 Q2	$108K	Buy	+8,550	New	+$109K	0.04%	525

Other funds holding CHI

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

B. Riley Wealth Advisors's CHI Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q3 2023, closing a stake of 50,892 shares — an estimated $570K sold.

B. Riley Wealth Advisors first reported a position in CHI in Q2 2013 and held it in 8 quarters. The position peaked at $570K in Q2 2023. 108 funds tracked by Wall St. Rank hold CHI as of Q3 2023.

B. Riley Wealth Advisors reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q3 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 50,892 Calamos Convertible Opportunities and Income Fund shares in Q3 2023, an estimated $570K.
B. Riley Wealth Advisors first reported a position in Calamos Convertible Opportunities and Income Fund in Q2 2013 and held it in 8 quarters.
B. Riley Wealth Advisors's Calamos Convertible Opportunities and Income Fund position peaked at $570K in Q2 2023.
108 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.