EP Wealth Advisors’s Calamos Convertible and High Income Fund CHY Stock Holding History

EP Wealth Advisors’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	$236K	Buy	17,298 +811	+5%	+$10.2K	﹤0.01%	1425
2026 Q1	$180K	Hold	16,487	–	–	﹤0.01%	1421
2025 Q4	$186K	Buy	+16,487	New	+$189K	﹤0.01%	1402
2025 Q2	$181K	Sell	16,487 -4,030	-20%	-$41.4K	﹤0.01%	1282
2025 Q1	$207K	Buy	20,517 +291	+1%	+$3.22K	﹤0.01%	1114
2024 Q4	$246K	Buy	20,226 +3,346	+20%	+$40.6K	﹤0.01%	963
2024 Q3	$201K	Hold	16,880	–	–	﹤0.01%	1044
2024 Q2	$188K	Buy	16,880 +393	+2%	+$4.41K	﹤0.01%	767
2024 Q1	$195K	Hold	16,487	–	–	﹤0.01%	741
2023 Q4	$189K	Hold	16,487	–	–	﹤0.01%	728
2023 Q3	$184K	Buy	+16,487	New	+$186K	﹤0.01%	675
2023 Q1	–	Sell	-17,087	Closed	-$180K	–	647
2022 Q4	$180K	Buy	17,087 +600	+4%	+$6.68K	﹤0.01%	564
2022 Q3	$166K	Hold	16,487	–	–	﹤0.01%	313
2022 Q2	$184K	Hold	16,487	–	–	﹤0.01%	588
2022 Q1	$232K	Hold	16,487	–	–	0.01%	538
2021 Q4	$267K	Buy	+16,487	New	+$267K	0.01%	479

Other funds holding CHY

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

EP Wealth Advisors's CHY Position: Q2 2026 in Review

EP Wealth Advisors increased its Calamos Convertible and High Income Fund (CHY) stake by 4.9% in Q2 2026, buying an estimated $10.2K and bringing the position to 17,298 shares worth $236K. The position accounts for ﹤0.01% of the portfolio, ranked #1425.

EP Wealth Advisors first reported a position in CHY in Q4 2021 and has held it in 16 quarters since. The position peaked at $267K in Q4 2021. 136 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

EP Wealth Advisors held 17,298 shares of Calamos Convertible and High Income Fund worth $236K as of Q2 2026.
EP Wealth Advisors bought 811 Calamos Convertible and High Income Fund shares in Q2 2026, an estimated $10.2K.
Calamos Convertible and High Income Fund made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1425 holding.
EP Wealth Advisors first reported a position in Calamos Convertible and High Income Fund in Q4 2021 and has held it in 16 quarters since.
EP Wealth Advisors's Calamos Convertible and High Income Fund position peaked at $267K in Q4 2021.
136 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.