FAIM
CHI

Financial Advocates Investment Management’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		– Sell
-26,625
Closed -$280K – 170
2025
Q2 		$280K Buy
26,625
+1,063
+4% +$10.6K 0.02% 514
2025
Q1 		$245K Sell
25,562
-737
-3% -$8K 0.02% 617
2024
Q4 		$314K Buy
26,299
+1,004
+4% +$11.9K 0.02% 587
2024
Q3 		$294K Buy
25,295
+2,377
+10% +$27.3K 0.02% 603
2024
Q2 		$267K Buy
22,918
+148
+0.6% +$1.67K 0.02% 604
2024
Q1 		$258K Buy
22,770
+148
+0.7% +$1.61K 0.02% 647
2023
Q4 		$234K Buy
22,622
+153
+0.7% +$1.58K 0.02% 645
2023
Q3 		$237K Buy
22,469
+341
+2% +$3.71K 0.02% 599
2023
Q2 		$248K Buy
+22,128
New +$234K 0.02% 576
2022
Q4 		– Sell
-10,731
Closed -$104K – 772
2022
Q3 		$104K Sell
10,731
-1,976
-16% -$23K 0.01% 716
2022
Q2 		$136K Buy
12,707
+23
+0.2% +$273 0.01% 645
2022
Q1 		$168K Sell
12,684
-8,080
-39% -$109K 0.01% 694
2021
Q4 		$314K Sell
20,764
-4,938
-19% -$76.5K 0.02% 623
2021
Q3 		$385K Buy
25,702
+5,055
+24% +$77.6K 0.03% 545
2021
Q2 		$313K Buy
20,647
+1,091
+6% +$16.3K 0.02% 607
2021
Q1 		$278K Buy
+19,556
New +$277K 0.02% 625

Other funds holding CHI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Financial Advocates Investment Management's CHI Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q3 2025, closing a stake of 26,625 shares — an estimated $280K sold.

Financial Advocates Investment Management first reported a position in CHI in Q1 2021 and held it in 16 quarters. The position peaked at $385K in Q3 2021. 130 funds tracked by Wall St. Rank hold CHI as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 26,625 Calamos Convertible Opportunities and Income Fund shares in Q3 2025, an estimated $280K.
  • Financial Advocates Investment Management first reported a position in Calamos Convertible Opportunities and Income Fund in Q1 2021 and held it in 16 quarters.
  • Financial Advocates Investment Management's Calamos Convertible Opportunities and Income Fund position peaked at $385K in Q3 2021.
  • 130 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.