BWS
CHI

Buck Wealth Strategies’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Buck Wealth Strategies’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 		$2.69K Buy
+200
New +$2.46K ﹤0.01% 820

Other funds holding CHI

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MSA
Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return
CP
Creekside Partners Petaluma, California $276M AUM 25.75% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GC
Grange Capital Beaverton, Oregon $108M AUM 18.7% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $207M AUM 18.14% 1-Year Est. Return

Buck Wealth Strategies's CHI Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Calamos Convertible Opportunities and Income Fund (CHI) in Q2 2026: 200 shares worth $2.69K. The stake represents ﹤0.01% of the portfolio and ranks #820 among its holdings.

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

  • Buck Wealth Strategies held 200 shares of Calamos Convertible Opportunities and Income Fund worth $2.69K as of Q2 2026.
  • Calamos Convertible Opportunities and Income Fund was a new Buck Wealth Strategies position in Q2 2026.
  • Calamos Convertible Opportunities and Income Fund made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #820 holding.
  • 88 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.