Burk Holdings’s Calamos Convertible and High Income Fund CHY Stock Holding History

Burk Holdings’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	$72.2K	Hold	5,300	–	–	0.03%	123
2026 Q1	$57.7K	Buy	+5,300	New	+$61.9K	0.02%	143

Other funds holding CHY

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

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

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

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

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 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Burk Holdings's CHY Position: Q2 2026 in Review

Burk Holdings held its Calamos Convertible and High Income Fund (CHY) position steady in Q2 2026 at 5,300 shares worth $72.2K. The position accounts for 0.03% of the portfolio, ranked #123.

Burk Holdings first reported a position in CHY in Q1 2026 and has held it in 2 quarters since. 136 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

Burk Holdings held 5,300 shares of Calamos Convertible and High Income Fund worth $72.2K as of Q2 2026.
Burk Holdings left its Calamos Convertible and High Income Fund share count unchanged in Q2 2026.
Calamos Convertible and High Income Fund made up 0.03% of Burk Holdings's portfolio in Q2 2026, its #123 holding.
Burk Holdings first reported a position in Calamos Convertible and High Income Fund in Q1 2026 and has held it in 2 quarters since.
136 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

Based on Burk Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.