CIBC Private Wealth Group’s Calamos Convertible and High Income Fund CHY Stock Holding History

CIBC Private Wealth Group’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
2025 Q4	$65.9K	Buy	5,829 +3,921	+206%	+$44.9K	﹤0.01%	1676
2025 Q3	$21.4K	Buy	1,908 +1	+0.1%	+$11	﹤0.01%	2130
2025 Q2	$21K	Hold	1,907	–	–	﹤0.01%	2000
2025 Q1	$17.9K	Hold	1,907	–	–	﹤0.01%	2032
2024 Q4	$22.3K	Hold	1,907	–	–	﹤0.01%	2010
2024 Q3	$22.8K	Hold	1,907	–	–	﹤0.01%	2101
2024 Q2	$21.7K	Sell	1,907 -500	-21%	-$5.61K	﹤0.01%	1995
2024 Q1	$27.9K	Buy	+2,407	New	+$28.4K	﹤0.01%	1911
2018 Q1	–	Sell	-28,907	Closed	-$343K	–	1953
2017 Q4	$343K	Hold	28,907	–	–	﹤0.01%	853
2017 Q3	$344K	Hold	28,907	–	–	﹤0.01%	827
2017 Q2	$343K	Sell	28,907 -673	-2%	-$7.82K	﹤0.01%	571
2017 Q1	$337K	Buy	+29,580	New	+$330K	﹤0.01%	550

Other funds holding CHY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

CIBC Private Wealth Group's CHY Position: Q4 2025 in Review

CIBC Private Wealth Group increased its Calamos Convertible and High Income Fund (CHY) stake by 206% in Q4 2025, buying an estimated $44.9K and bringing the position to 5,829 shares worth $65.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1676.

CIBC Private Wealth Group first reported a position in CHY in Q1 2017 and has held it in 12 quarters since. The position peaked at $344K in Q3 2017. 128 funds tracked by Wall St. Rank hold CHY as of Q4 2025.

CIBC Private Wealth Group held 5,829 shares of Calamos Convertible and High Income Fund worth $65.9K as of Q4 2025.
CIBC Private Wealth Group bought 3,921 Calamos Convertible and High Income Fund shares in Q4 2025, an estimated $44.9K.
Calamos Convertible and High Income Fund made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #1676 holding.
CIBC Private Wealth Group first reported a position in Calamos Convertible and High Income Fund in Q1 2017 and has held it in 12 quarters since.
CIBC Private Wealth Group's Calamos Convertible and High Income Fund position peaked at $344K in Q3 2017.
128 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.