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
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 $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Financial Gravity Companies's CHI Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Calamos Convertible Opportunities and Income Fund (CHI) in Q2 2025: 1,520 shares worth $16K. The stake represents ﹤0.01% of the portfolio and ranks #489 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in CHI as recently as Q4 2024.

Financial Gravity Companies first reported a position in CHI in Q4 2017 and has held it in 5 quarters since. The position peaked at $18.1K in Q4 2024. 136 funds tracked by Wall St. Rank hold CHI as of Q2 2025.

Financial Gravity Companies held 1,520 shares of Calamos Convertible Opportunities and Income Fund worth $16K as of Q2 2025.
Calamos Convertible Opportunities and Income Fund was a new Financial Gravity Companies position in Q2 2025.
Calamos Convertible Opportunities and Income Fund made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #489 holding.
Financial Gravity Companies first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2017 and has held it in 5 quarters since.
Financial Gravity Companies's Calamos Convertible Opportunities and Income Fund position peaked at $18.1K in Q4 2024.
136 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.