BTI
CHY

Blue Trust Inc’s Calamos Convertible and High Income Fund CHY Stock Holding History

Blue Trust 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
2025
Q4 		– Sell
-3,414
Closed -$38.3K – 2561
2025
Q3 		$38.3K Buy
3,414
+92
+3% +$1.01K ﹤0.01% 1497
2025
Q2 		$36.5K Buy
3,322
+98
+3% +$1.01K ﹤0.01% 1528
2025
Q1 		$32.6K Buy
3,224
+90
+3% +$995 ﹤0.01% 1533
2024
Q4 		$38K Buy
+3,134
New +$38.1K ﹤0.01% 1430

Other funds holding CHY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Blue Trust Inc's CHY Position: Q4 2025 in Review

Blue Trust Inc sold out of Calamos Convertible and High Income Fund (CHY) in Q4 2025, closing a stake of 3,414 shares — an estimated $38.3K sold.

Blue Trust Inc first reported a position in CHY in Q4 2024 and held it in 4 quarters. The position peaked at $38.3K in Q3 2025. 128 funds tracked by Wall St. Rank hold CHY as of Q4 2025.

  • Blue Trust Inc reported no remaining Calamos Convertible and High Income Fund position as of Q4 2025 after selling out during the quarter.
  • Blue Trust Inc sold 3,414 Calamos Convertible and High Income Fund shares in Q4 2025, an estimated $38.3K.
  • Blue Trust Inc first reported a position in Calamos Convertible and High Income Fund in Q4 2024 and held it in 4 quarters.
  • Blue Trust Inc's Calamos Convertible and High Income Fund position peaked at $38.3K in Q3 2025.
  • 128 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q4 2025.

Based on Blue Trust Inc's 13F filing for Q4 2025, filed 16 Jan 2026.