Continuum Advisory’s Calamos Convertible and High Income Fund CHY Stock Holding History

Continuum Advisory’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	$13.6K	Buy	+1,000	New	+$12.6K	﹤0.01%	1166
2025 Q2	–	Sell	-1,000	Closed	-$10.1K	–	606
2025 Q1	$10.1K	Hold	1,000	–	–	﹤0.01%	972
2024 Q4	$12.1K	Hold	1,000	–	–	﹤0.01%	948
2024 Q3	$12.1K	Hold	1,000	–	–	﹤0.01%	948
2024 Q2	$11.2K	Hold	1,000	–	–	﹤0.01%	914
2024 Q1	$11.2K	Buy	+1,000	New	+$11.8K	﹤0.01%	917

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

Continuum Advisory's CHY Position: Q2 2026 in Review

Continuum Advisory opened a new position in Calamos Convertible and High Income Fund (CHY) in Q2 2026: 1,000 shares worth $13.6K. The stake represents ﹤0.01% of the portfolio and ranks #1166 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in CHY as recently as Q1 2025.

Continuum Advisory first reported a position in CHY in Q1 2024 and has held it in 6 quarters since. 135 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

Continuum Advisory held 1,000 shares of Calamos Convertible and High Income Fund worth $13.6K as of Q2 2026.
Calamos Convertible and High Income Fund was a new Continuum Advisory position in Q2 2026.
Calamos Convertible and High Income Fund made up ﹤0.01% of Continuum Advisory's portfolio in Q2 2026, its #1166 holding.
Continuum Advisory first reported a position in Calamos Convertible and High Income Fund in Q1 2024 and has held it in 6 quarters since.
135 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.