BPA
CHY

Beacon Pointe Advisors’s Calamos Convertible and High Income Fund CHY Stock Holding History

Beacon Pointe Advisors’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 		$892K Sell
65,491
-9,394
-13% -$119K ﹤0.01% 1083
2026
Q1 		$815K Buy
74,885
+33,881
+83% +$396K ﹤0.01% 1076
2025
Q4 		$464K Buy
41,004
+4,288
+12% +$49.1K ﹤0.01% 1097
2025
Q3 		$412K Sell
36,716
-8,159
-18% -$89.9K ﹤0.01% 1080
2025
Q2 		$493K Sell
44,875
-1,887
-4% -$19.4K 0.01% 889
2025
Q1 		$472K Sell
46,762
-2,867
-6% -$31.7K 0.01% 865
2024
Q4 		$602K Buy
49,629
+6,521
+15% +$79.2K 0.01% 776
2024
Q3 		$514K Sell
43,108
-50
-0.1% -$575 0.01% 841
2024
Q2 		$482K Buy
43,158
+23,726
+122% +$266K 0.01% 881
2024
Q1 		$229K Buy
19,432
+2,168
+13% +$25.6K ﹤0.01% 1211
2023
Q4 		$198K Sell
17,264
-6,583
-28% -$74.5K ﹤0.01% 1238
2023
Q3 		$266K Buy
23,847
+8,890
+59% +$100K ﹤0.01% 1121
2023
Q2 		$168K Buy
14,957
+154
+1% +$1.65K ﹤0.01% 1026
2023
Q1 		$162K Hold
14,803
– – ﹤0.01% 1082
2022
Q4 		$156K Buy
+14,803
New +$165K ﹤0.01% 1010
2022
Q3 		– Sell
-10,874
Closed -$121K – 1016
2022
Q2 		$121K Buy
10,874
+39
+0.4% +$484 ﹤0.01% 1002
2022
Q1 		$153K Buy
+10,835
New +$155K ﹤0.01% 1143
2021
Q4 		– Sell
-15,068
Closed -$236K – 943
2021
Q3 		$236K Buy
+15,068
New +$243K 0.01% 793

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

Beacon Pointe Advisors's CHY Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Calamos Convertible and High Income Fund (CHY) stake by 13% in Q2 2026, selling an estimated $119K and leaving 65,491 shares worth $892K. The position accounts for ﹤0.01% of the portfolio, ranked #1083.

Beacon Pointe Advisors first reported a position in CHY in Q3 2021 and has held it in 18 quarters since. 136 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

  • Beacon Pointe Advisors held 65,491 shares of Calamos Convertible and High Income Fund worth $892K as of Q2 2026.
  • Beacon Pointe Advisors sold 9,394 Calamos Convertible and High Income Fund shares in Q2 2026, an estimated $119K.
  • Calamos Convertible and High Income Fund made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1083 holding.
  • Beacon Pointe Advisors first reported a position in Calamos Convertible and High Income Fund in Q3 2021 and has held it in 18 quarters since.
  • 136 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.