CX Institutional’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

CX Institutional’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	$21K	Buy	1,582 +35	+2%	+$431	﹤0.01%	1162
2026 Q1	$17K	Sell	1,547 -629	-29%	-$7.06K	﹤0.01%	1157
2025 Q4	$23K	Sell	2,176 -7,245	-77%	-$79.1K	﹤0.01%	1087
2025 Q3	$102K	Buy	+9,421	New	+$98.7K	﹤0.01%	816
2024 Q2	–	Sell	-20,502	Closed	-$233K	–	548
2024 Q1	$233K	Hold	20,502	–	–	0.01%	508
2023 Q4	$212K	Hold	20,502	–	–	0.01%	480
2023 Q3	$216K	Hold	20,502	–	–	0.01%	464
2023 Q2	$230K	Hold	20,502	–	–	0.01%	479
2023 Q1	$215K	Hold	20,502	–	–	0.01%	464
2022 Q4	$215K	Hold	20,502	–	–	0.01%	485
2022 Q3	$198K	Hold	20,502	–	–	0.01%	448
2022 Q2	$220K	Hold	20,502	–	–	0.02%	420
2022 Q1	$271K	Buy	20,502 +31	+0.2%	+$418	0.02%	321
2021 Q4	$309K	Buy	20,471 +4,971	+32%	+$77.1K	0.02%	289
2021 Q3	$232K	Hold	15,500	–	–	0.02%	341
2021 Q2	$235K	Buy	+15,500	New	+$231K	0.02%	324

Other funds holding CHI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

CX Institutional's CHI Position: Q2 2026 in Review

CX Institutional increased its Calamos Convertible Opportunities and Income Fund (CHI) stake by 2.3% in Q2 2026, buying an estimated $431 and bringing the position to 1,582 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #1162.

CX Institutional first reported a position in CHI in Q2 2021 and has held it in 16 quarters since. The position peaked at $309K in Q4 2021. 135 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

CX Institutional held 1,582 shares of Calamos Convertible Opportunities and Income Fund worth $21K as of Q2 2026.
CX Institutional bought 35 Calamos Convertible Opportunities and Income Fund shares in Q2 2026, an estimated $431.
Calamos Convertible Opportunities and Income Fund made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1162 holding.
CX Institutional first reported a position in Calamos Convertible Opportunities and Income Fund in Q2 2021 and has held it in 16 quarters since.
CX Institutional's Calamos Convertible Opportunities and Income Fund position peaked at $309K in Q4 2021.
135 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.