CA
CHY

Clearstead Advisors’s Calamos Convertible and High Income Fund CHY Stock Holding History

Clearstead Advisors’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
Q3 		– Sell
-6,546
Closed -$71.9K – 3120
2025
Q2 		$71.9K Hold
6,546
– – ﹤0.01% 1167
2025
Q1 		$66.1K Buy
6,546
+2,566
+64% +$28.4K ﹤0.01% 1102
2024
Q4 		$48.3K Hold
3,980
– – ﹤0.01% 1165
2024
Q3 		$47.5K Hold
3,980
– – ﹤0.01% 1220
2024
Q2 		$44.4K Buy
+3,980
New +$44.6K ﹤0.01% 1193

Other funds holding CHY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $12.9B AUM 27.3% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 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

Clearstead Advisors's CHY Position: Q3 2025 in Review

Clearstead Advisors sold out of Calamos Convertible and High Income Fund (CHY) in Q3 2025, closing a stake of 6,546 shares — an estimated $71.9K sold.

Clearstead Advisors first reported a position in CHY in Q2 2024 and held it in 5 quarters. The position peaked at $71.9K in Q2 2025. 133 funds tracked by Wall St. Rank hold CHY as of Q3 2025.

  • Clearstead Advisors reported no remaining Calamos Convertible and High Income Fund position as of Q3 2025 after selling out during the quarter.
  • Clearstead Advisors sold 6,546 Calamos Convertible and High Income Fund shares in Q3 2025, an estimated $71.9K.
  • Clearstead Advisors first reported a position in Calamos Convertible and High Income Fund in Q2 2024 and held it in 5 quarters.
  • Clearstead Advisors's Calamos Convertible and High Income Fund position peaked at $71.9K in Q2 2025.
  • 133 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q3 2025.

Based on Clearstead Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.