CI
CHY

CX Institutional’s Calamos Convertible and High Income Fund CHY Stock Holding History

CX Institutional’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 		$2K Sell
163
-306
-65% -$3.86K ﹤0.01% 1456
2026
Q1 		$5K Buy
469
+11
+2% +$128 ﹤0.01% 1363
2025
Q4 		$5K Sell
458
-1,338
-74% -$15.3K ﹤0.01% 1263
2025
Q3 		$20K Buy
+1,796
New +$19.8K ﹤0.01% 1095

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

CX Institutional's CHY Position: Q2 2026 in Review

CX Institutional reduced its Calamos Convertible and High Income Fund (CHY) stake by 65% in Q2 2026, selling an estimated $3.86K and leaving 163 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #1456.

CX Institutional first reported a position in CHY in Q3 2025 and has held it in 4 quarters since. The position peaked at $20K in Q3 2025. 136 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

  • CX Institutional held 163 shares of Calamos Convertible and High Income Fund worth $2K as of Q2 2026.
  • CX Institutional sold 306 Calamos Convertible and High Income Fund shares in Q2 2026, an estimated $3.86K.
  • Calamos Convertible and High Income Fund made up ﹤0.01% of CX Institutional's portfolio in Q2 2026, its #1456 holding.
  • CX Institutional first reported a position in Calamos Convertible and High Income Fund in Q3 2025 and has held it in 4 quarters since.
  • CX Institutional's Calamos Convertible and High Income Fund position peaked at $20K in Q3 2025.
  • 136 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

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