Cerity Partners
CHY

Cerity Partners’s Calamos Convertible and High Income Fund CHY Stock Holding History

Cerity Partners’s Portfolio CHY Stock Details CHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$252K Buy
18,512
+426
+2% +$5.38K ﹤0.01% 2914
2026
Q1 		$197K Buy
18,086
+301
+2% +$3.52K ﹤0.01% 2886
2025
Q4 		$208K Buy
17,785
+612
+4% +$7.01K ﹤0.01% 2617
2025
Q3 		$195K Buy
17,173
+304
+2% +$3.35K ﹤0.01% 2509
2025
Q2 		$186K Buy
+16,869
New +$173K ﹤0.01% 2374

Other funds holding CHY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Cerity Partners's CHY Position: Q2 2026 in Review

Cerity Partners increased its Calamos Convertible and High Income Fund (CHY) stake by 2.4% in Q2 2026, buying an estimated $5.38K and bringing the position to 18,512 shares worth $252K. The position accounts for ﹤0.01% of the portfolio, ranked #2914.

Cerity Partners first reported a position in CHY in Q2 2025 and has held it in 5 quarters since. 135 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

  • Cerity Partners held 18,512 shares of Calamos Convertible and High Income Fund worth $252K as of Q2 2026.
  • Cerity Partners bought 426 Calamos Convertible and High Income Fund shares in Q2 2026, an estimated $5.38K.
  • Calamos Convertible and High Income Fund made up ﹤0.01% of Cerity Partners's portfolio in Q2 2026, its #2914 holding.
  • Cerity Partners first reported a position in Calamos Convertible and High Income Fund in Q2 2025 and has held it in 5 quarters since.
  • 135 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

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