Cetera Investment Advisers
CHY

Cetera Investment Advisers’s Calamos Convertible and High Income Fund CHY Stock Holding History

Cetera Investment Advisers’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 		$2.06M Buy
151,512
+2,132
+1% +$26.9K ﹤0.01% 2363
2026
Q1 		$1.63M Buy
149,380
+18,036
+14% +$211K ﹤0.01% 2473
2025
Q4 		$1.49M Buy
131,344
+6,607
+5% +$75.7K ﹤0.01% 2475
2025
Q3 		$1.4M Buy
124,737
+60,127
+93% +$662K ﹤0.01% 2485
2025
Q2 		$710K Buy
64,610
+330
+0.5% +$3.39K ﹤0.01% 2687
2025
Q1 		$649K Buy
64,280
+1,751
+3% +$19.4K ﹤0.01% 2627
2024
Q4 		$759K Sell
62,529
-781
-1% -$9.49K ﹤0.01% 2362
2024
Q3 		$755K Buy
63,310
+2,166
+4% +$24.9K ﹤0.01% 2318
2024
Q2 		$682K Buy
61,144
+5,382
+10% +$60.4K ﹤0.01% 2356
2024
Q1 		$659K Buy
+55,762
New +$657K ﹤0.01% 2395
2022
Q1 		– Sell
-22,165
Closed -$359K – 1892
2021
Q4 		$359K Buy
22,165
+1,661
+8% +$26.9K 0.01% 1389
2021
Q3 		$320K Buy
+20,504
New +$331K 0.01% 1395

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 22.96% 1-Year Est. Return

Cetera Investment Advisers's CHY Position: Q2 2026 in Review

Cetera Investment Advisers increased its Calamos Convertible and High Income Fund (CHY) stake by 1.4% in Q2 2026, buying an estimated $26.9K and bringing the position to 151,512 shares worth $2.06M. The position accounts for ﹤0.01% of the portfolio, ranked #2363.

Cetera Investment Advisers first reported a position in CHY in Q3 2021 and has held it in 12 quarters since. 136 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

  • Cetera Investment Advisers held 151,512 shares of Calamos Convertible and High Income Fund worth $2.06M as of Q2 2026.
  • Cetera Investment Advisers bought 2,132 Calamos Convertible and High Income Fund shares in Q2 2026, an estimated $26.9K.
  • Calamos Convertible and High Income Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #2363 holding.
  • Cetera Investment Advisers first reported a position in Calamos Convertible and High Income Fund in Q3 2021 and has held it in 12 quarters since.
  • 136 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.