FAIM
CHY

Financial Advocates Investment Management’s Calamos Convertible and High Income Fund CHY Stock Holding History

Financial Advocates Investment Management’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
2025
Q3 		– Sell
-24,065
Closed -$264K – 172
2025
Q2 		$264K Buy
24,065
+141
+0.6% +$1.45K 0.02% 527
2025
Q1 		$242K Sell
23,924
-1,216
-5% -$13.4K 0.02% 624
2024
Q4 		$305K Buy
25,140
+960
+4% +$11.7K 0.02% 593
2024
Q3 		$288K Buy
24,180
+2,293
+10% +$26.4K 0.02% 611
2024
Q2 		$244K Buy
21,887
+158
+0.7% +$1.77K 0.02% 627
2024
Q1 		$257K Buy
21,729
+144
+0.7% +$1.7K 0.01% 653
2023
Q4 		$248K Buy
21,585
+147
+0.7% +$1.66K 0.02% 632
2023
Q3 		$239K Buy
21,438
+343
+2% +$3.86K 0.02% 596
2023
Q2 		$237K Buy
+21,095
New +$225K 0.02% 591
2022
Q3 		– Sell
-11,670
Closed -$130K – 759
2022
Q2 		$130K Sell
11,670
-3,585
-24% -$44.5K 0.01% 648
2022
Q1 		$215K Sell
15,255
-7,999
-34% -$115K 0.01% 669
2021
Q4 		$376K Sell
23,254
-4,879
-17% -$79.2K 0.02% 565
2021
Q3 		$440K Buy
28,133
+5,120
+22% +$82.5K 0.03% 502
2021
Q2 		$376K Buy
23,013
+3,456
+18% +$54.6K 0.03% 550
2021
Q1 		$292K Buy
19,557
+8,231
+73% +$123K 0.02% 614
2020
Q4 		$162K Buy
11,326
+120
+1% +$1.56K 0.01% 687
2020
Q3 		$131K Buy
+11,206
New +$133K 0.01% 606

Other funds holding CHY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B 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 $15.9B AUM 53.4% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 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

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

Financial Advocates Investment Management sold out of Calamos Convertible and High Income Fund (CHY) in Q3 2025, closing a stake of 24,065 shares — an estimated $264K sold.

Financial Advocates Investment Management first reported a position in CHY in Q3 2020 and held it in 17 quarters. The position peaked at $440K in Q3 2021. 133 funds tracked by Wall St. Rank hold CHY as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Calamos Convertible and High Income Fund position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 24,065 Calamos Convertible and High Income Fund shares in Q3 2025, an estimated $264K.
  • Financial Advocates Investment Management first reported a position in Calamos Convertible and High Income Fund in Q3 2020 and held it in 17 quarters.
  • Financial Advocates Investment Management's Calamos Convertible and High Income Fund position peaked at $440K in Q3 2021.
  • 133 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q3 2025.

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