Financial Gravity Asset Management’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Financial Gravity Asset 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
2026 Q1	$16.3K	Buy	+1,520	New	+$17.1K	﹤0.01%	483
2025 Q1	$14.6K	Buy	+1,520	New	+$16.5K	﹤0.01%	533
2019 Q4	–	Sell	-1	Closed	–	–	1414
2019 Q3	$0	Hold	1	–	–	﹤0.01%	1222
2019 Q2	$0	Sell	1 -56	-98%	-$582	﹤0.01%	1274
2019 Q1	$1K	Buy	+57	New	+$572	﹤0.01%	1049
2018 Q3	$4K	Buy	387 +36	+10%	+$442	﹤0.01%	759
2018 Q2	$4K	Buy	351 +91	+35%	+$1.05K	﹤0.01%	807
2018 Q1	$3K	Buy	+260	New	+$2.88K	﹤0.01%	832

Other funds holding CHI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Financial Gravity Asset Management's CHI Position: Q1 2026 in Review

Financial Gravity Asset Management opened a new position in Calamos Convertible Opportunities and Income Fund (CHI) in Q1 2026: 1,520 shares worth $16.3K. The stake represents ﹤0.01% of the portfolio and ranks #483 among its holdings. This is a return to the name: Financial Gravity Asset Management previously reported a position in CHI as recently as Q1 2025.

Financial Gravity Asset Management first reported a position in CHI in Q1 2018 and has held it in 8 quarters since. 133 funds tracked by Wall St. Rank hold CHI as of Q1 2026.

Financial Gravity Asset Management held 1,520 shares of Calamos Convertible Opportunities and Income Fund worth $16.3K as of Q1 2026.
Calamos Convertible Opportunities and Income Fund was a new Financial Gravity Asset Management position in Q1 2026.
Calamos Convertible Opportunities and Income Fund made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #483 holding.
Financial Gravity Asset Management first reported a position in Calamos Convertible Opportunities and Income Fund in Q1 2018 and has held it in 8 quarters since.
133 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.