Creative Planning
CHY

Creative Planning’s Calamos Convertible and High Income Fund CHY Stock Holding History

Creative Planning’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 		– Sell
-11,970
Closed -$130K – 4319
2026
Q1 		$130K Buy
+11,970
New +$140K ﹤0.01% 3844
2025
Q2 		– Sell
-11,732
Closed -$118K – 3701
2025
Q1 		$118K Sell
11,732
-447
-4% -$4.94K ﹤0.01% 3215
2024
Q4 		$148K Buy
12,179
+927
+8% +$11.3K ﹤0.01% 3067
2024
Q3 		$134K Buy
11,252
+106
+1% +$1.22K ﹤0.01% 2960
2024
Q2 		$124K Buy
+11,146
New +$125K ﹤0.01% 2798
2022
Q2 		– Sell
-17,896
Closed -$252K – 2320
2022
Q1 		$252K Buy
17,896
+2,576
+17% +$36.9K ﹤0.01% 1747
2021
Q4 		$248K Sell
15,320
-1,051
-6% -$17.1K ﹤0.01% 1747
2021
Q3 		$256K Buy
16,371
+474
+3% +$7.64K ﹤0.01% 1692
2021
Q2 		$259K Sell
15,897
-9,867
-38% -$156K ﹤0.01% 1640
2021
Q1 		$384K Buy
25,764
+246
+1% +$3.67K ﹤0.01% 1615
2020
Q4 		$364K Buy
25,518
+2,058
+9% +$26.8K ﹤0.01% 1501
2020
Q3 		$274K Buy
23,460
+2,178
+10% +$25.9K ﹤0.01% 1473
2020
Q2 		$241K Sell
21,282
-13,455
-39% -$138K ﹤0.01% 1428
2020
Q1 		$307K Buy
34,737
+15,377
+79% +$165K ﹤0.01% 1173
2019
Q4 		$221K Sell
19,360
-3,727
-16% -$41.9K ﹤0.01% 1575
2019
Q3 		$254K Buy
23,087
+3,369
+17% +$37.8K ﹤0.01% 1467
2019
Q2 		$217K Buy
19,718
+670
+4% +$7.31K ﹤0.01% 1566
2019
Q1 		$207K Buy
19,048
+328
+2% +$3.53K ﹤0.01% 1563
2018
Q4 		$176K Buy
18,720
+260
+1% +$2.77K ﹤0.01% 1531
2018
Q3 		$245K Buy
18,460
+698
+4% +$9.13K ﹤0.01% 1543
2018
Q2 		$226K Sell
17,762
-179
-1% -$2.2K ﹤0.01% 1560
2018
Q1 		$210K Sell
17,941
-4,004
-18% -$47.4K ﹤0.01% 1572
2017
Q4 		$260K Buy
21,945
+2,189
+11% +$26K ﹤0.01% 1433
2017
Q3 		$235K Sell
19,756
-394
-2% -$4.66K ﹤0.01% 1482
2017
Q2 		$239K Buy
20,150
+11,018
+121% +$128K ﹤0.01% 1417
2017
Q1 		$104K Buy
9,132
+1,084
+13% +$12.1K ﹤0.01% 1928
2016
Q4 		$85K Buy
8,048
+586
+8% +$6.18K ﹤0.01% 1972
2016
Q3 		$82K Buy
7,462
+986
+15% +$11K ﹤0.01% 1971
2016
Q2 		$69K Buy
6,476
+614
+10% +$6.33K ﹤0.01% 1918
2016
Q1 		$61K Sell
5,862
-4,245
-42% -$41K ﹤0.01% 1951
2015
Q4 		$106K Buy
10,107
+5,507
+120% +$60.6K ﹤0.01% 1595
2015
Q3 		$50K Buy
+4,600
New +$54.9K ﹤0.01% 2035
2015
Q2 		– Sell
-4,186
Closed -$59K – 1417
2015
Q1 		$59K Buy
4,186
+1,586
+61% +$22.6K ﹤0.01% 1903
2014
Q4 		$36K Sell
2,600
-5,450
-68% -$76.9K ﹤0.01% 2208
2014
Q3 		$114K Sell
8,050
-7,500
-48% -$109K ﹤0.01% 1386
2014
Q2 		$230K Buy
15,550
+1,000
+7% +$14.3K ﹤0.01% 954
2014
Q1 		$196K Hold
14,550
– – ﹤0.01% 1008
2013
Q4 		$188K Sell
14,550
-10,550
-42% -$135K ﹤0.01% 890
2013
Q3 		$315K Buy
25,100
+5,400
+27% +$66.8K 0.01% 583
2013
Q2 		$244K Buy
+19,700
New +$252K 0.01% 614

Other funds holding CHY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Creative Planning's CHY Position: Q2 2026 in Review

Creative Planning sold out of Calamos Convertible and High Income Fund (CHY) in Q2 2026, closing a stake of 11,970 shares — an estimated $130K sold.

Creative Planning first reported a position in CHY in Q2 2013 and held it in 40 quarters. The position peaked at $384K in Q1 2021. 136 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

  • Creative Planning reported no remaining Calamos Convertible and High Income Fund position as of Q2 2026 after selling out during the quarter.
  • Creative Planning sold 11,970 Calamos Convertible and High Income Fund shares in Q2 2026, an estimated $130K.
  • Creative Planning first reported a position in Calamos Convertible and High Income Fund in Q2 2013 and held it in 40 quarters.
  • Creative Planning's Calamos Convertible and High Income Fund position peaked at $384K in Q1 2021.
  • 136 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

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