Csenge Advisory Group’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Csenge Advisory Group’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
2022 Q2	–	Sell	-54,795	Closed	-$724K	–	584
2022 Q1	$724K	Buy	54,795 +8,349	+18%	+$112K	0.06%	286
2021 Q4	$712K	Sell	46,446 -3,193	-6%	-$49.5K	0.06%	266
2021 Q3	$751K	Buy	49,639 +3,193	+7%	+$49K	0.06%	276
2021 Q2	$712K	Buy	46,446 +5,808	+14%	+$86.6K	0.06%	267
2021 Q1	$622K	Buy	+40,638	New	+$576K	0.06%	232

Other funds holding CHI

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Csenge Advisory Group's CHI Position: Q2 2022 in Review

Csenge Advisory Group sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q2 2022, closing a stake of 54,795 shares — an estimated $724K sold.

Csenge Advisory Group first reported a position in CHI in Q1 2021 and held it in 5 quarters. The position peaked at $751K in Q3 2021. 110 funds tracked by Wall St. Rank hold CHI as of Q2 2022.

Csenge Advisory Group reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q2 2022 after selling out during the quarter.
Csenge Advisory Group sold 54,795 Calamos Convertible Opportunities and Income Fund shares in Q2 2022, an estimated $724K.
Csenge Advisory Group first reported a position in Calamos Convertible Opportunities and Income Fund in Q1 2021 and held it in 5 quarters.
Csenge Advisory Group's Calamos Convertible Opportunities and Income Fund position peaked at $751K in Q3 2021.
110 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2022.

Based on Csenge Advisory Group's 13F filing for Q2 2022, filed 27 Jul 2022.