CFM
CHI

Compass Financial Management’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Compass Financial Management’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 		$15.1K Buy
+1,121
New +$13.8K ﹤0.01% 960

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

Compass Financial Management's CHI Position: Q2 2026 in Review

Compass Financial Management opened a new position in Calamos Convertible Opportunities and Income Fund (CHI) in Q2 2026: 1,121 shares worth $15.1K. The stake represents ﹤0.01% of the portfolio and ranks #960 among its holdings.

132 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

  • Compass Financial Management held 1,121 shares of Calamos Convertible Opportunities and Income Fund worth $15.1K as of Q2 2026.
  • Calamos Convertible Opportunities and Income Fund was a new Compass Financial Management position in Q2 2026.
  • Calamos Convertible Opportunities and Income Fund made up ﹤0.01% of Compass Financial Management's portfolio in Q2 2026, its #960 holding.
  • 132 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.