CWP
CHI

Clark Wealth Partners’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Clark Wealth 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 		$57.8K Hold
4,300
– – 0.03% 105
2026
Q1 		$46.2K Buy
+4,300
New +$48.3K 0.03% 109

Other funds holding CHI

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
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Clark Wealth Partners's CHI Position: Q2 2026 in Review

Clark Wealth Partners held its Calamos Convertible Opportunities and Income Fund (CHI) position steady in Q2 2026 at 4,300 shares worth $57.8K. The position accounts for 0.03% of the portfolio, ranked #105.

Clark Wealth Partners first reported a position in CHI in Q1 2026 and has held it in 2 quarters since. 132 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

  • Clark Wealth Partners held 4,300 shares of Calamos Convertible Opportunities and Income Fund worth $57.8K as of Q2 2026.
  • Clark Wealth Partners left its Calamos Convertible Opportunities and Income Fund share count unchanged in Q2 2026.
  • Calamos Convertible Opportunities and Income Fund made up 0.03% of Clark Wealth Partners's portfolio in Q2 2026, its #105 holding.
  • Clark Wealth Partners first reported a position in Calamos Convertible Opportunities and Income Fund in Q1 2026 and has held it in 2 quarters since.
  • 132 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.