Carson Wealth (CWM LLC)
CHI

Carson Wealth (CWM LLC)’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$55.6K Buy
5,179
+1,540
+42% +$17.3K ﹤0.01% 3737
2025
Q4 		$38K Buy
+3,639
New +$39.7K ﹤0.01% 3798

Other funds holding CHI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CHI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Calamos Convertible Opportunities and Income Fund (CHI) stake by 42% in Q1 2026, buying an estimated $17.3K and bringing the position to 5,179 shares worth $55.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3737.

Carson Wealth (CWM LLC) first reported a position in CHI in Q4 2025 and has held it in 2 quarters since. 133 funds tracked by Wall St. Rank hold CHI as of Q1 2026.

  • Carson Wealth (CWM LLC) held 5,179 shares of Calamos Convertible Opportunities and Income Fund worth $55.6K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 1,540 Calamos Convertible Opportunities and Income Fund shares in Q1 2026, an estimated $17.3K.
  • Calamos Convertible Opportunities and Income Fund made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3737 holding.
  • Carson Wealth (CWM LLC) first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2025 and has held it in 2 quarters since.
  • 133 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.