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

Concurrent Investment 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
2026 Q2	$277K	Sell	20,367 -685	-3%	-$8.65K	﹤0.01%	1742
2026 Q1	$229K	Sell	21,052 -1,116	-5%	-$13K	﹤0.01%	1662
2025 Q4	$251K	Sell	22,168 -113	-0.5%	-$1.29K	﹤0.01%	1509
2025 Q3	$250K	Sell	22,281 -7,997	-26%	-$88.1K	﹤0.01%	1241
2025 Q2	$333K	Buy	30,278 +4,796	+19%	+$49.3K	0.01%	1013
2025 Q1	$257K	Sell	25,482 -442	-2%	-$4.89K	0.01%	1001
2024 Q4	$315K	Buy	25,924 +1,811	+8%	+$22K	0.01%	810
2024 Q3	$288K	Buy	24,113 +3,022	+14%	+$34.8K	0.01%	796
2024 Q2	$235K	Buy	+21,091	New	+$237K	0.01%	813

Other funds holding CHY

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Concurrent Investment Advisors reduced its Calamos Convertible and High Income Fund (CHY) stake by 3.3% in Q2 2026, selling an estimated $8.65K and leaving 20,367 shares worth $277K. The position accounts for ﹤0.01% of the portfolio, ranked #1742.

Concurrent Investment Advisors first reported a position in CHY in Q2 2024 and has held it in 9 quarters since. The position peaked at $333K in Q2 2025. 136 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

Concurrent Investment Advisors held 20,367 shares of Calamos Convertible and High Income Fund worth $277K as of Q2 2026.
Concurrent Investment Advisors sold 685 Calamos Convertible and High Income Fund shares in Q2 2026, an estimated $8.65K.
Calamos Convertible and High Income Fund made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1742 holding.
Concurrent Investment Advisors first reported a position in Calamos Convertible and High Income Fund in Q2 2024 and has held it in 9 quarters since.
Concurrent Investment Advisors's Calamos Convertible and High Income Fund position peaked at $333K in Q2 2025.
136 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

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