CA
CHY

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

CoreCap 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
Q1 		– Sell
-3,054
Closed -$34.5K – 2963
2025
Q4 		$34.5K Buy
+3,054
New +$35K ﹤0.01% 1476
2025
Q1 		– Sell
-1,139
Closed -$13.8K – 3167
2024
Q4 		$13.8K Buy
1,139
+28
+3% +$340 ﹤0.01% 1659
2024
Q3 		$13.3K Sell
1,111
-1,036
-48% -$11.9K ﹤0.01% 1706
2024
Q2 		$24K Sell
2,147
-893
-29% -$10K ﹤0.01% 849
2024
Q1 		$35.9K Buy
+3,040
New +$35.8K ﹤0.01% 1246
2022
Q4 		$18.5K Buy
+1,750
New +$19.5K ﹤0.01% 1334
2022
Q3 		– Sell
-1,750
Closed -$20K – 794
2022
Q2 		$20K Buy
+1,750
New +$21.7K ﹤0.01% 1235
2022
Q1 		– Sell
-1,750
Closed -$28K – 809
2021
Q4 		$28K Buy
+1,750
New +$28.4K ﹤0.01% 1198

Other funds holding CHY

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $160M AUM 20.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return