CI
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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
Q3 		$18K Buy
1,617
+35
+2% +$444 ﹤0.01% 1254
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

KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CX Institutional's CHI Position: Q3 2026 in Review

CX Institutional increased its Calamos Convertible Opportunities and Income Fund (CHI) stake by 2.2% in Q3 2026, buying an estimated $444 and bringing the position to 1,617 shares worth $18K. The position accounts for ﹤0.01% of the portfolio, ranked #1254.

CX Institutional first reported a position in CHI in Q2 2021 and has held it in 17 quarters since. The position peaked at $309K in Q4 2021. 4 funds tracked by Wall St. Rank hold CHI as of Q3 2026.

  • CX Institutional held 1,617 shares of Calamos Convertible Opportunities and Income Fund worth $18K as of Q3 2026.
  • CX Institutional bought 35 Calamos Convertible Opportunities and Income Fund shares in Q3 2026, an estimated $444.
  • Calamos Convertible Opportunities and Income Fund made up ﹤0.01% of CX Institutional's portfolio in Q3 2026, its #1254 holding.
  • CX Institutional first reported a position in Calamos Convertible Opportunities and Income Fund in Q2 2021 and has held it in 17 quarters since.
  • CX Institutional's Calamos Convertible Opportunities and Income Fund position peaked at $309K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.