Focus Partners Wealth

Focus Partners Wealth’s Calamos Convertible and High Income Fund CHY Stock Holding History

Focus Partners Wealth’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
2026 Q1	$319K	Buy	29,261 +801	+3%	+$9.35K	﹤0.01%	2158
2025 Q4	$322K	Buy	28,460 +3,000	+12%	+$34.4K	﹤0.01%	2184
2025 Q3	$286K	Sell	25,460 -1,350	-5%	-$14.9K	﹤0.01%	1868
2025 Q2	$295K	Sell	26,810 -6,500	-20%	-$66.8K	﹤0.01%	1689
2025 Q1	$336K	Hold	33,310	–	–	﹤0.01%	1517
2024 Q4	$404K	Sell	33,310 -294,605	-90%	-$3.58M	﹤0.01%	1416
2024 Q3	$8.15M	Buy	327,915 +294,605	+884%	+$3.39M	0.03%	449
2024 Q2	$372K	Buy	+33,310	New	+$374K	﹤0.01%	1015

Other funds holding CHY

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $501B 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 New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return

Pacific Wealth Strategies Group Santa Barbara, California $160M AUM 20.52% 1-Year Est. Return

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

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return