Cambridge Investment Research Advisors
CHY

Cambridge Investment Research Advisors’s Calamos Convertible and High Income Fund CHY Stock Holding History

Cambridge Investment Research Advisors’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 		$2.14M Buy
157,257
+1,650
+1% +$20.8K 0.01% 1520
2026
Q1 		$1.7M Buy
155,607
+18,649
+14% +$218K ﹤0.01% 1730
2025
Q4 		$1.55M Buy
136,958
+8,105
+6% +$92.8K ﹤0.01% 1753
2025
Q3 		$1.45M Buy
128,853
+8,991
+8% +$99K ﹤0.01% 1762
2025
Q2 		$1.32M Buy
119,862
+14,285
+14% +$147K ﹤0.01% 1734
2025
Q1 		$1.07M Sell
105,577
-1,230
-1% -$13.6K ﹤0.01% 1815
2024
Q4 		$1.3M Buy
106,807
+8,792
+9% +$107K ﹤0.01% 1664
2024
Q3 		$1.17M Sell
98,015
-275
-0.3% -$3.16K ﹤0.01% 1749
2024
Q2 		$1.1M Buy
98,290
+18,831
+24% +$211K ﹤0.01% 1706
2024
Q1 		$938K Buy
79,459
+9,595
+14% +$113K ﹤0.01% 1777
2023
Q4 		$801K Sell
69,864
-1,131
-2% -$12.8K ﹤0.01% 1805
2023
Q3 		$792K Buy
70,995
+603
+0.9% +$6.79K ﹤0.01% 1725
2023
Q2 		$791K Sell
70,392
-6,541
-9% -$69.9K ﹤0.01% 1778
2023
Q1 		$840K Buy
76,933
+5,472
+8% +$65K ﹤0.01% 1688
2022
Q4 		$754K Buy
71,461
+6,619
+10% +$73.7K ﹤0.01% 1708
2022
Q3 		$654K Sell
64,842
-290
-0.4% -$3.54K ﹤0.01% 1757
2022
Q2 		$728K Buy
65,132
+4,786
+8% +$59.4K ﹤0.01% 1689
2022
Q1 		$851K Buy
60,346
+7,137
+13% +$102K ﹤0.01% 1685
2021
Q4 		$861K Buy
53,209
+2,767
+5% +$44.9K ﹤0.01% 1682
2021
Q3 		$788K Sell
50,442
-10,474
-17% -$169K ﹤0.01% 1719
2021
Q2 		$994K Sell
60,916
-355
-0.6% -$5.61K ﹤0.01% 1538
2021
Q1 		$914K Buy
61,271
+8,974
+17% +$134K 0.01% 1488
2020
Q4 		$747K Buy
52,297
+2,326
+5% +$30.3K ﹤0.01% 1494
2020
Q3 		$584K Sell
49,971
-40,747
-45% -$484K ﹤0.01% 1515
2020
Q2 		$1.03M Sell
90,718
-44,704
-33% -$457K 0.01% 1110
2020
Q1 		$1.2M Sell
135,422
-12,485
-8% -$134K 0.01% 885
2019
Q4 		$1.69M Buy
147,907
+9,738
+7% +$109K 0.01% 865
2019
Q3 		$1.52M Sell
138,169
-9,377
-6% -$105K 0.01% 861
2019
Q2 		$1.63M Buy
147,546
+12,485
+9% +$136K 0.01% 798
2019
Q1 		$1.47M Sell
135,061
-25,083
-16% -$270K 0.01% 847
2018
Q4 		$1.5M Sell
160,144
-22,673
-12% -$242K 0.02% 743
2018
Q3 		$2.43M Buy
182,817
+128,074
+234% +$1.67M 0.02% 614
2018
Q2 		$697K Sell
54,743
-170,744
-76% -$2.09M 0.01% 1212
2018
Q1 		$2.64M Buy
225,487
+173,284
+332% +$2.05M 0.03% 537
2017
Q4 		$619K Buy
52,203
+27,602
+112% +$328K 0.01% 1197
2017
Q3 		$293K Buy
24,601
+2,457
+11% +$29.1K ﹤0.01% 1561
2017
Q2 		$262K Sell
22,144
-2,561
-10% -$29.8K ﹤0.01% 1589
2017
Q1 		$281K Buy
24,705
+1,659
+7% +$18.5K ﹤0.01% 1430
2016
Q4 		$243K Sell
23,046
-3,033
-12% -$32K ﹤0.01% 1387
2016
Q3 		$287K Buy
26,079
+288
+1% +$3.21K 0.01% 1326
2016
Q2 		$274K Buy
25,791
+10
+0% +$103 0.01% 1208
2016
Q1 		$268K Sell
25,781
-8,009
-24% -$77.3K 0.01% 1231
2015
Q4 		$355K Sell
33,790
-4,924
-13% -$54.2K 0.01% 1048
2015
Q3 		$421K Sell
38,714
-20,873
-35% -$249K 0.01% 847
2015
Q2 		$792K Buy
59,587
+4,358
+8% +$62.1K 0.02% 596
2015
Q1 		$783K Buy
55,229
+3,583
+7% +$51.1K 0.02% 602
2014
Q4 		$714K Buy
51,646
+4,585
+10% +$64.7K 0.02% 608
2014
Q3 		$667K Sell
47,061
-1,258
-3% -$18.3K 0.02% 671
2014
Q2 		$715K Buy
48,319
+3,729
+8% +$53.2K 0.02% 580
2014
Q1 		$601K Sell
44,590
-3,225
-7% -$43.2K 0.02% 629
2013
Q4 		$618K Sell
47,815
-1,771
-4% -$22.6K 0.03% 566
2013
Q3 		$621K Buy
49,586
+1,497
+3% +$18.5K 0.03% 528
2013
Q2 		$596K Buy
+48,089
New +$616K 0.03% 471

Other funds holding CHY

PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
GIP
Greatmark Investment Partners Columbus, Georgia $906M AUM 16.08% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
JWBC
J.W. Burns & Co Dewitt, New York $959M AUM 25.08% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
LWMM
Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

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

Cambridge Investment Research Advisors increased its Calamos Convertible and High Income Fund (CHY) stake by 1.1% in Q2 2026, buying an estimated $20.8K and bringing the position to 157,257 shares worth $2.14M. The position accounts for 0.01% of the portfolio, ranked #1520.

Cambridge Investment Research Advisors first reported a position in CHY in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.64M in Q1 2018. 44 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

  • Cambridge Investment Research Advisors held 157,257 shares of Calamos Convertible and High Income Fund worth $2.14M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 1,650 Calamos Convertible and High Income Fund shares in Q2 2026, an estimated $20.8K.
  • Calamos Convertible and High Income Fund made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1520 holding.
  • Cambridge Investment Research Advisors first reported a position in Calamos Convertible and High Income Fund in Q2 2013 and has held it in 53 quarters since.
  • Cambridge Investment Research Advisors's Calamos Convertible and High Income Fund position peaked at $2.64M in Q1 2018.
  • 44 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

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