FFA
CHY

Farther Finance Advisors’s Calamos Convertible and High Income Fund CHY Stock Holding History

Farther Finance 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
Q1 		$16.8K Hold
1,507
– – ﹤0.01% 3776
2025
Q4 		$17K Hold
1,507
– – ﹤0.01% 3542
2025
Q3 		$16.9K Hold
1,507
– – ﹤0.01% 3143
2025
Q2 		$16.6K Hold
1,507
– – ﹤0.01% 2792
2025
Q1 		$15.3K Buy
1,507
+1,333
+766% +$14.7K ﹤0.01% 2515
2024
Q4 		$2.11K Hold
174
– – ﹤0.01% 2977
2024
Q3 		$2.08K Sell
174
-346
-67% -$3.98K ﹤0.01% 2982
2024
Q2 		$5.81K Buy
520
+346
+199% +$3.88K ﹤0.01% 2336
2024
Q1 		$2.02K Hold
174
– – ﹤0.01% 2487
2023
Q4 		$2K Hold
174
– – ﹤0.01% 2426
2023
Q3 		$1.94K Buy
+174
New +$1.96K ﹤0.01% 1867

Other funds holding CHY

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $160M AUM 20.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return