Blue Trust Inc’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Blue Trust Inc’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
2026 Q2	$3.05K	Buy	+227	New	+$2.8K	﹤0.01%	2118

Other funds holding CHI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Blue Trust Inc's CHI Position: Q2 2026 in Review

Blue Trust Inc opened a new position in Calamos Convertible Opportunities and Income Fund (CHI) in Q2 2026: 227 shares worth $3.05K. The stake represents ﹤0.01% of the portfolio and ranks #2118 among its holdings.

135 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

Blue Trust Inc held 227 shares of Calamos Convertible Opportunities and Income Fund worth $3.05K as of Q2 2026.
Calamos Convertible Opportunities and Income Fund was a new Blue Trust Inc position in Q2 2026.
Calamos Convertible Opportunities and Income Fund made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #2118 holding.
135 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.