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

Concurrent Investment 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 		$302K Buy
22,456
+150
+0.7% +$1.85K ﹤0.01% 1685
2026
Q1 		$240K Buy
22,306
+307
+1% +$3.44K ﹤0.01% 1634
2025
Q4 		$231K Buy
+21,999
New +$240K ﹤0.01% 1560

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

Concurrent Investment Advisors's CHI Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Calamos Convertible Opportunities and Income Fund (CHI) stake by 0.67% in Q2 2026, buying an estimated $1.85K and bringing the position to 22,456 shares worth $302K. The position accounts for ﹤0.01% of the portfolio, ranked #1685.

Concurrent Investment Advisors first reported a position in CHI in Q4 2025 and has held it in 3 quarters since. 134 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

  • Concurrent Investment Advisors held 22,456 shares of Calamos Convertible Opportunities and Income Fund worth $302K as of Q2 2026.
  • Concurrent Investment Advisors bought 150 Calamos Convertible Opportunities and Income Fund shares in Q2 2026, an estimated $1.85K.
  • Calamos Convertible Opportunities and Income Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1685 holding.
  • Concurrent Investment Advisors first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 134 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.