CTA
CHI

Clear Trail Advisors’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Clear Trail Advisors’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 		$218K Sell
16,199
-46
-0.3% -$567 0.03% 155
2026
Q1 		$174K Buy
16,245
+2,596
+19% +$29.1K 0.03% 148
2025
Q4 		$143K Buy
+13,649
New +$149K 0.03% 126

Other funds holding CHI

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

Clear Trail Advisors's CHI Position: Q2 2026 in Review

Clear Trail Advisors reduced its Calamos Convertible Opportunities and Income Fund (CHI) stake by 0.28% in Q2 2026, selling an estimated $567 and leaving 16,199 shares worth $218K. The position accounts for 0.03% of the portfolio, ranked #155.

Clear Trail Advisors first reported a position in CHI in Q4 2025 and has held it in 3 quarters since. 135 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

  • Clear Trail Advisors held 16,199 shares of Calamos Convertible Opportunities and Income Fund worth $218K as of Q2 2026.
  • Clear Trail Advisors sold 46 Calamos Convertible Opportunities and Income Fund shares in Q2 2026, an estimated $567.
  • Calamos Convertible Opportunities and Income Fund made up 0.03% of Clear Trail Advisors's portfolio in Q2 2026, its #155 holding.
  • Clear Trail Advisors first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 135 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on Clear Trail Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.