BEI
CHY

Benjamin Edwards Inc’s Calamos Convertible and High Income Fund CHY Stock Holding History

Benjamin Edwards Inc’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 		$148K Hold
10,900
– – ﹤0.01% 1392
2026
Q1 		$119K Buy
10,900
+400
+4% +$4.67K ﹤0.01% 1334
2025
Q4 		$119K Hold
10,500
– – ﹤0.01% 1290
2025
Q3 		$118K Buy
+10,500
New +$116K ﹤0.01% 1274

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

Benjamin Edwards Inc's CHY Position: Q2 2026 in Review

Benjamin Edwards Inc held its Calamos Convertible and High Income Fund (CHY) position steady in Q2 2026 at 10,900 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #1392.

Benjamin Edwards Inc first reported a position in CHY in Q3 2025 and has held it in 4 quarters since. 136 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

  • Benjamin Edwards Inc held 10,900 shares of Calamos Convertible and High Income Fund worth $148K as of Q2 2026.
  • Benjamin Edwards Inc left its Calamos Convertible and High Income Fund share count unchanged in Q2 2026.
  • Calamos Convertible and High Income Fund made up ﹤0.01% of Benjamin Edwards Inc's portfolio in Q2 2026, its #1392 holding.
  • Benjamin Edwards Inc first reported a position in Calamos Convertible and High Income Fund in Q3 2025 and has held it in 4 quarters since.
  • 136 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.