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

Financial Gravity Companies’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 Q2	$20.4K	Buy	+1,520	New	+$18.7K	﹤0.01%	462
2025 Q2	$16K	Buy	+1,520	New	+$15.2K	﹤0.01%	489
2024 Q4	$18.1K	Buy	+1,520	New	+$18K	﹤0.01%	460
2018 Q4	$1K	Buy	+57	New	+$568	﹤0.01%	1043
2018 Q1	$3K	Buy	260 +27	+12%	+$299	﹤0.01%	832
2017 Q4	$3K	Buy	+233	New	+$2.67K	﹤0.01%	823

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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 Companies's CHI Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Calamos Convertible Opportunities and Income Fund (CHI) in Q2 2026: 1,520 shares worth $20.4K. The stake represents ﹤0.01% of the portfolio and ranks #462 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CHI as recently as Q2 2025.

Financial Gravity Companies first reported a position in CHI in Q4 2017 and has held it in 6 quarters since. 134 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

Financial Gravity Companies held 1,520 shares of Calamos Convertible Opportunities and Income Fund worth $20.4K as of Q2 2026.
Calamos Convertible Opportunities and Income Fund was a new Financial Gravity Companies position in Q2 2026.
Calamos Convertible Opportunities and Income Fund made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #462 holding.
Financial Gravity Companies first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2017 and has held it in 6 quarters since.
134 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.