Center for Financial Planning’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Center for Financial Planning’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	$14.7K	Hold	1,094	–	–	﹤0.01%	458
2026 Q1	$11.8K	Hold	1,094	–	–	﹤0.01%	474
2025 Q4	$11.5K	Hold	1,094	–	–	﹤0.01%	477
2025 Q3	$11.8K	Hold	1,094	–	–	﹤0.01%	479
2025 Q2	$11.5K	Hold	1,094	–	–	﹤0.01%	456
2025 Q1	$10.5K	Buy	+1,094	New	+$11.9K	﹤0.01%	467
2021 Q1	–	Sell	-400	Closed	-$5K	–	526
2020 Q4	$5K	Buy	+400	New	+$4.92K	﹤0.01%	394

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

Center for Financial Planning's CHI Position: Q2 2026 in Review

Center for Financial Planning held its Calamos Convertible Opportunities and Income Fund (CHI) position steady in Q2 2026 at 1,094 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Center for Financial Planning first reported a position in CHI in Q4 2020 and has held it in 7 quarters since. 135 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

Center for Financial Planning held 1,094 shares of Calamos Convertible Opportunities and Income Fund worth $14.7K as of Q2 2026.
Center for Financial Planning left its Calamos Convertible Opportunities and Income Fund share count unchanged in Q2 2026.
Calamos Convertible Opportunities and Income Fund made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #458 holding.
Center for Financial Planning first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2020 and has held it in 7 quarters since.
135 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.