Cerity Partners
CHI

Cerity Partners’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Cerity Partners’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 		– Sell
-11,435
Closed -$120K – 3272
2025
Q4 		$120K Sell
11,435
-880
-7% -$9.61K ﹤0.01% 2723
2025
Q3 		$133K Buy
+12,315
New +$129K ﹤0.01% 2587

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

Cerity Partners's CHI Position: Q1 2026 in Review

Cerity Partners sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q1 2026, closing a stake of 11,435 shares — an estimated $120K sold.

Cerity Partners first reported a position in CHI in Q3 2025 and held it in 2 quarters. The position peaked at $133K in Q3 2025. 133 funds tracked by Wall St. Rank hold CHI as of Q1 2026.

  • Cerity Partners reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q1 2026 after selling out during the quarter.
  • Cerity Partners sold 11,435 Calamos Convertible Opportunities and Income Fund shares in Q1 2026, an estimated $120K.
  • Cerity Partners first reported a position in Calamos Convertible Opportunities and Income Fund in Q3 2025 and held it in 2 quarters.
  • Cerity Partners's Calamos Convertible Opportunities and Income Fund position peaked at $133K in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.