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
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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

PWSG

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

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

GIP

Greatmark Investment Partners Columbus, Georgia $854M AUM 15.72% 1-Year Est. Return

Continuum Advisory's CHY Position: Q2 2025 in Review

Continuum Advisory sold out of Calamos Convertible and High Income Fund (CHY) in Q2 2025, closing a stake of 1,000 shares — an estimated $10.1K sold.

Continuum Advisory first reported a position in CHY in Q1 2024 and held it in 5 quarters. The position peaked at $12.1K in Q4 2024. 136 funds tracked by Wall St. Rank hold CHY as of Q2 2025.

Continuum Advisory reported no remaining Calamos Convertible and High Income Fund position as of Q2 2025 after selling out during the quarter.
Continuum Advisory sold 1,000 Calamos Convertible and High Income Fund shares in Q2 2025, an estimated $10.1K.
Continuum Advisory first reported a position in Calamos Convertible and High Income Fund in Q1 2024 and held it in 5 quarters.
Continuum Advisory's Calamos Convertible and High Income Fund position peaked at $12.1K in Q4 2024.
136 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2025.

Based on Continuum Advisory's 13F filing for Q2 2025, filed 13 Aug 2025.