Carrera Capital Advisors’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Carrera Capital 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	$175K	Buy	+13,000	New	+$160K	0.03%	201

Other funds holding CHI

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Carrera Capital Advisors's CHI Position: Q2 2026 in Review

Carrera Capital Advisors opened a new position in Calamos Convertible Opportunities and Income Fund (CHI) in Q2 2026: 13,000 shares worth $175K. The stake represents 0.03% of the portfolio and ranks #201 among its holdings.

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

Carrera Capital Advisors held 13,000 shares of Calamos Convertible Opportunities and Income Fund worth $175K as of Q2 2026.
Calamos Convertible Opportunities and Income Fund was a new Carrera Capital Advisors position in Q2 2026.
Calamos Convertible Opportunities and Income Fund made up 0.03% of Carrera Capital Advisors's portfolio in Q2 2026, its #201 holding.
135 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on Carrera Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.