CW
CHI

CreativeOne Wealth’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

CreativeOne Wealth’s Portfolio CHI Stock Details CHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$393K Sell
37,338
-3,500
-9% -$36.8K 0.01% 825
2025
Q1 		$392K Sell
40,838
-9,750
-19% -$93.5K 0.01% 774
2024
Q4 		$604K Buy
+50,588
New +$604K 0.02% 636