FFA
CHI

Farther Finance Advisors’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Farther Finance Advisors’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 		$183K Buy
13,640
+8,300
+155% +$102K ﹤0.01% 2301
2026
Q1 		$59.2K Hold
5,340
– – ﹤0.01% 2874
2025
Q4 		$56K Hold
5,340
– – ﹤0.01% 2741
2025
Q3 		$57.6K Buy
+5,340
New +$55.9K ﹤0.01% 2361
2024
Q4 		– Sell
-95
Closed -$1.11K – 4028
2024
Q3 		$1.11K Hold
95
– – ﹤0.01% 3212
2024
Q2 		$1.11K Buy
+95
New +$1.07K ﹤0.01% 3035

Other funds holding CHI

MSA
Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
LWMM
Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
TSMHT
Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Farther Finance Advisors's CHI Position: Q2 2026 in Review

Farther Finance Advisors increased its Calamos Convertible Opportunities and Income Fund (CHI) stake by 155% in Q2 2026, buying an estimated $102K and bringing the position to 13,640 shares worth $183K. The position accounts for ﹤0.01% of the portfolio, ranked #2301.

Farther Finance Advisors first reported a position in CHI in Q2 2024 and has held it in 6 quarters since. 13 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

  • Farther Finance Advisors held 13,640 shares of Calamos Convertible Opportunities and Income Fund worth $183K as of Q2 2026.
  • Farther Finance Advisors bought 8,300 Calamos Convertible Opportunities and Income Fund shares in Q2 2026, an estimated $102K.
  • Calamos Convertible Opportunities and Income Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #2301 holding.
  • Farther Finance Advisors first reported a position in Calamos Convertible Opportunities and Income Fund in Q2 2024 and has held it in 6 quarters since.
  • 13 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.