Congress Wealth Management’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Congress Wealth 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
2025 Q2	$347K	Buy	+32,996	New	+$330K	﹤0.01%	1024

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

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

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

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

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

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

Congress Wealth Management's CHI Position: Q2 2025 in Review

Congress Wealth Management opened a new position in Calamos Convertible Opportunities and Income Fund (CHI) in Q2 2025: 32,996 shares worth $347K. The stake represents ﹤0.01% of the portfolio and ranks #1024 among its holdings.

136 funds tracked by Wall St. Rank hold CHI as of Q2 2025.

Congress Wealth Management held 32,996 shares of Calamos Convertible Opportunities and Income Fund worth $347K as of Q2 2025.
Calamos Convertible Opportunities and Income Fund was a new Congress Wealth Management position in Q2 2025.
Calamos Convertible Opportunities and Income Fund made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #1024 holding.
136 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.