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

Clearstead 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	$140K	Sell	10,424 -528	-5%	-$6.51K	﹤0.01%	1178
2026 Q1	$118K	Sell	10,952 -575	-5%	-$6.45K	﹤0.01%	1103
2025 Q4	$121K	Buy	11,527 +303	+3%	+$3.31K	﹤0.01%	1071
2025 Q3	$121K	Buy	11,224 +302	+3%	+$3.16K	﹤0.01%	1000
2025 Q2	$115K	Buy	10,922 +320	+3%	+$3.2K	﹤0.01%	1025
2025 Q1	$102K	Buy	10,602 +289	+3%	+$3.14K	﹤0.01%	993
2024 Q4	$123K	Buy	10,313 +255	+3%	+$3.03K	﹤0.01%	970
2024 Q3	$117K	Hold	10,058	–	–	﹤0.01%	991
2024 Q2	$117K	Buy	+10,058	New	+$113K	﹤0.01%	963

Other funds holding CHI

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Clearstead Advisors's CHI Position: Q2 2026 in Review

Clearstead Advisors reduced its Calamos Convertible Opportunities and Income Fund (CHI) stake by 4.8% in Q2 2026, selling an estimated $6.51K and leaving 10,424 shares worth $140K. The position accounts for ﹤0.01% of the portfolio, ranked #1178.

Clearstead Advisors first reported a position in CHI in Q2 2024 and has held it in 9 quarters since. 135 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

Clearstead Advisors held 10,424 shares of Calamos Convertible Opportunities and Income Fund worth $140K as of Q2 2026.
Clearstead Advisors sold 528 Calamos Convertible Opportunities and Income Fund shares in Q2 2026, an estimated $6.51K.
Calamos Convertible Opportunities and Income Fund made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1178 holding.
Clearstead Advisors first reported a position in Calamos Convertible Opportunities and Income Fund in Q2 2024 and has held it in 9 quarters since.
135 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.