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
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 $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $160M AUM 20.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return