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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
Q3 		$93K Sell
8,140
-5,500
-40% -$69.8K ﹤0.01% 2918
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

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
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Farther Finance Advisors's CHI Position: Q3 2026 in Review

Farther Finance Advisors reduced its Calamos Convertible Opportunities and Income Fund (CHI) stake by 40% in Q3 2026, selling an estimated $69.8K and leaving 8,140 shares worth $93K. The position accounts for ﹤0.01% of the portfolio, ranked #2918.

Farther Finance Advisors first reported a position in CHI in Q2 2024 and has held it in 7 quarters since. The position peaked at $183K in Q2 2026. 4 funds tracked by Wall St. Rank hold CHI as of Q3 2026.

  • Farther Finance Advisors held 8,140 shares of Calamos Convertible Opportunities and Income Fund worth $93K as of Q3 2026.
  • Farther Finance Advisors sold 5,500 Calamos Convertible Opportunities and Income Fund shares in Q3 2026, an estimated $69.8K.
  • Calamos Convertible Opportunities and Income Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #2918 holding.
  • Farther Finance Advisors first reported a position in Calamos Convertible Opportunities and Income Fund in Q2 2024 and has held it in 7 quarters since.
  • Farther Finance Advisors's Calamos Convertible Opportunities and Income Fund position peaked at $183K in Q2 2026.
  • 4 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.