Cambridge Investment Research Advisors
CHI

Cambridge Investment Research Advisors’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Cambridge Investment Research Advisors’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 		$2M Sell
148,918
-38,365
-20% -$473K ﹤0.01% 1689
2026
Q1 		$2.01M Buy
187,283
+6,198
+3% +$69.6K 0.01% 1584
2025
Q4 		$1.9M Buy
181,085
+19,845
+12% +$217K 0.01% 1568
2025
Q3 		$1.74M Buy
161,240
+16,513
+11% +$173K ﹤0.01% 1607
2025
Q2 		$1.52M Buy
144,727
+20,567
+17% +$206K ﹤0.01% 1639
2025
Q1 		$1.19M Buy
124,160
+11,220
+10% +$122K ﹤0.01% 1721
2024
Q4 		$1.35M Buy
112,940
+7,244
+7% +$86K ﹤0.01% 1637
2024
Q3 		$1.23M Sell
105,696
-1,152
-1% -$13.2K ﹤0.01% 1713
2024
Q2 		$1.24M Sell
106,848
-8,023
-7% -$90.4K ﹤0.01% 1617
2024
Q1 		$1.3M Buy
114,871
+11,958
+12% +$130K 0.01% 1554
2023
Q4 		$1.07M Sell
102,913
-8,412
-8% -$86.6K ﹤0.01% 1609
2023
Q3 		$1.17M Sell
111,325
-1,746
-2% -$19K 0.01% 1462
2023
Q2 		$1.27M Sell
113,071
-4,088
-3% -$43.3K 0.01% 1453
2023
Q1 		$1.23M Buy
117,159
+1,480
+1% +$17.1K 0.01% 1436
2022
Q4 		$1.22M Sell
115,679
-10,448
-8% -$113K 0.01% 1378
2022
Q3 		$1.22M Buy
126,127
+1,859
+1% +$21.7K 0.01% 1340
2022
Q2 		$1.33M Buy
124,268
+6,309
+5% +$74.8K 0.01% 1270
2022
Q1 		$1.56M Buy
117,959
+5,306
+5% +$71.5K 0.01% 1294
2021
Q4 		$1.7M Buy
112,653
+3,179
+3% +$49.3K 0.01% 1237
2021
Q3 		$1.64M Buy
109,474
+2,666
+2% +$40.9K 0.01% 1214
2021
Q2 		$1.62M Buy
106,808
+6,406
+6% +$95.6K 0.01% 1224
2021
Q1 		$1.43M Buy
100,402
+18,751
+23% +$266K 0.01% 1203
2020
Q4 		$1.11M Buy
81,651
+1,802
+2% +$22.2K 0.01% 1236
2020
Q3 		$878K Sell
79,849
-9,485
-11% -$106K 0.01% 1260
2020
Q2 		$951K Buy
89,334
+1,524
+2% +$14.6K 0.01% 1145
2020
Q1 		$732K Buy
87,810
+2,870
+3% +$29.4K 0.01% 1142
2019
Q4 		$934K Buy
84,940
+1,836
+2% +$19.8K 0.01% 1183
2019
Q3 		$865K Buy
83,104
+1,650
+2% +$17.4K 0.01% 1150
2019
Q2 		$856K Sell
81,454
-628
-0.8% -$6.52K 0.01% 1106
2019
Q1 		$833K Buy
82,082
+8,219
+11% +$82.5K 0.01% 1135
2018
Q4 		$654K Buy
73,863
+2,119
+3% +$21.1K 0.01% 1172
2018
Q3 		$864K Buy
71,744
+7,398
+11% +$90.8K 0.01% 1107
2018
Q2 		$759K Sell
64,346
-5,133
-7% -$59.1K 0.01% 1149
2018
Q1 		$771K Buy
69,479
+8,824
+15% +$97.9K 0.01% 1087
2017
Q4 		$679K Buy
60,655
+29,316
+94% +$336K 0.01% 1126
2017
Q3 		$361K Buy
31,339
+1,195
+4% +$13.6K ﹤0.01% 1446
2017
Q2 		$339K Buy
30,144
+913
+3% +$10.2K 0.01% 1438
2017
Q1 		$322K Buy
29,231
+2,224
+8% +$23.9K 0.01% 1321
2016
Q4 		$273K Sell
27,007
-841
-3% -$8.37K 0.01% 1333
2016
Q3 		$288K Buy
27,848
+3,033
+12% +$31.5K 0.01% 1322
2016
Q2 		$244K Buy
24,815
+2,415
+11% +$23.3K 0.01% 1286
2016
Q1 		$213K Buy
22,400
+2,745
+14% +$24.7K ﹤0.01% 1366
2015
Q4 		$195K Buy
19,655
+991
+5% +$10K ﹤0.01% 1380
2015
Q3 		$185K Sell
18,664
-2,867
-13% -$31.7K 0.01% 1273
2015
Q2 		$263K Sell
21,531
-3,366
-14% -$43.6K 0.01% 1126
2015
Q1 		$323K Buy
24,897
+6,801
+38% +$88.7K 0.01% 1025
2014
Q4 		$232K Sell
18,096
-2,647
-13% -$35.2K 0.01% 1136
2014
Q3 		$281K Buy
20,743
+2,491
+14% +$34.3K 0.01% 1126
2014
Q2 		$256K Buy
18,252
+5,852
+47% +$80.4K 0.01% 1077
2014
Q1 		$171K Sell
12,400
-1,722
-12% -$23.7K 0.01% 1170
2013
Q4 		$187K Sell
14,122
-256
-2% -$3.33K 0.01% 1106
2013
Q3 		$181K Sell
14,378
-1,246
-8% -$15.7K 0.01% 1067
2013
Q2 		$197K Buy
+15,624
New +$198K 0.01% 968

Other funds holding CHI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors's CHI Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its Calamos Convertible Opportunities and Income Fund (CHI) stake by 20% in Q2 2026, selling an estimated $473K and leaving 148,918 shares worth $2M. The position accounts for ﹤0.01% of the portfolio, ranked #1689.

Cambridge Investment Research Advisors first reported a position in CHI in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.01M in Q1 2026. 135 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

  • Cambridge Investment Research Advisors held 148,918 shares of Calamos Convertible Opportunities and Income Fund worth $2M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 38,365 Calamos Convertible Opportunities and Income Fund shares in Q2 2026, an estimated $473K.
  • Calamos Convertible Opportunities and Income Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1689 holding.
  • Cambridge Investment Research Advisors first reported a position in Calamos Convertible Opportunities and Income Fund in Q2 2013 and has held it in 53 quarters since.
  • Cambridge Investment Research Advisors's Calamos Convertible Opportunities and Income Fund position peaked at $2.01M in Q1 2026.
  • 135 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.