Cerity Partners
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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
Q2 		$211K Buy
+15,728
New +$194K ﹤0.01% 3024
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 $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cerity Partners's CHI Position: Q2 2026 in Review

Cerity Partners opened a new position in Calamos Convertible Opportunities and Income Fund (CHI) in Q2 2026: 15,728 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #3024 among its holdings. This is a return to the name: Cerity Partners previously reported a position in CHI as recently as Q4 2025.

Cerity Partners first reported a position in CHI in Q3 2025 and has held it in 3 quarters since. 134 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

  • Cerity Partners held 15,728 shares of Calamos Convertible Opportunities and Income Fund worth $211K as of Q2 2026.
  • Calamos Convertible Opportunities and Income Fund was a new Cerity Partners position in Q2 2026.
  • Calamos Convertible Opportunities and Income Fund made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #3024 holding.
  • Cerity Partners first reported a position in Calamos Convertible Opportunities and Income Fund in Q3 2025 and has held it in 3 quarters since.
  • 134 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on Cerity Partners's 13F filing for Q2 2026, filed 14 Aug 2026.