Focus Partners Wealth’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.36M	Sell	129,375 -16,098	-11%	-$169K	﹤0.01%	1015
2025 Q1	$1.4M	Sell	145,473 -452	-0.3%	-$4.34K	﹤0.01%	947
2024 Q4	$1.74M	Sell	145,925 -687	-0.5%	-$8.2K	﹤0.01%	861
2024 Q3	$1.71M	Sell	146,612 -863	-0.6%	-$10K	0.01%	803
2024 Q2	$1.72M	Buy	+147,475	New	+$1.72M	0.01%	684