Creative Planning
CHI

Creative Planning’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Creative Planning’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
2026
Q2 		– Sell
-11,003
Closed -$118K – 4318
2026
Q1 		$118K Sell
11,003
-1
-0% -$11 ﹤0.01% 3864
2025
Q4 		$115K Buy
11,004
+4
+0% +$44 ﹤0.01% 3687
2025
Q3 		$119K Hold
11,000
– – ﹤0.01% 3648
2025
Q2 		$116K Buy
+11,000
New +$110K ﹤0.01% 3395
2025
Q1 		– Sell
-16,762
Closed -$200K – 3513
2024
Q4 		$200K Buy
+16,762
New +$199K ﹤0.01% 2971
2017
Q3 		– Sell
-9,233
Closed -$104K – 2193
2017
Q2 		$104K Buy
9,233
+1,200
+15% +$13.4K ﹤0.01% 1967
2017
Q1 		$88K Buy
8,033
+1,261
+19% +$13.6K ﹤0.01% 2037
2016
Q4 		$68K Buy
6,772
+1,000
+17% +$9.95K ﹤0.01% 2141
2016
Q3 		$60K Buy
5,772
+3,872
+204% +$40.2K ﹤0.01% 2209
2016
Q2 		$19K Hold
1,900
– – ﹤0.01% 2832
2016
Q1 		$18K Sell
1,900
-13,500
-88% -$121K ﹤0.01% 2818
2015
Q4 		$153K Buy
15,400
+13,200
+600% +$134K ﹤0.01% 1375
2015
Q3 		$22K Buy
+2,200
New +$24.3K ﹤0.01% 2647
2015
Q2 		– Sell
-1,465
Closed -$19K – 1411
2015
Q1 		$19K Buy
1,465
+965
+193% +$12.6K ﹤0.01% 2749
2014
Q4 		$6K Sell
500
-880
-64% -$11.7K ﹤0.01% 3387
2014
Q3 		$19K Hold
1,380
– – ﹤0.01% 2571
2014
Q2 		$19K Hold
1,380
– – ﹤0.01% 2512
2014
Q1 		$19K Buy
1,380
+500
+57% +$6.89K ﹤0.01% 2402
2013
Q4 		$12K Buy
+880
New +$11.5K ﹤0.01% 2460

Other funds holding CHI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Creative Planning's CHI Position: Q2 2026 in Review

Creative Planning sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q2 2026, closing a stake of 11,003 shares — an estimated $118K sold.

Creative Planning first reported a position in CHI in Q4 2013 and held it in 19 quarters. The position peaked at $200K in Q4 2024. 135 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

  • Creative Planning reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q2 2026 after selling out during the quarter.
  • Creative Planning sold 11,003 Calamos Convertible Opportunities and Income Fund shares in Q2 2026, an estimated $118K.
  • Creative Planning first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2013 and held it in 19 quarters.
  • Creative Planning's Calamos Convertible Opportunities and Income Fund position peaked at $200K in Q4 2024.
  • 135 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.