FFA
CHI

Founders Financial Alliance’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Founders Financial Alliance’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 		$376K Sell
27,970
-525
-2% -$6.47K 0.05% 291
2026
Q1 		$306K Buy
28,495
+83
+0.3% +$931 0.06% 293
2025
Q4 		$298K Buy
28,412
+83
+0.3% +$906 0.06% 285
2025
Q3 		$306K Buy
28,329
+119
+0.4% +$1.25K 0.06% 284
2025
Q2 		$297K Buy
28,210
+632
+2% +$6.32K 0.07% 255
2025
Q1 		$264K Sell
27,578
-116
-0.4% -$1.26K 0.06% 278
2024
Q4 		$331K Sell
27,694
-182
-0.7% -$2.16K 0.09% 209
2024
Q3 		$324K Sell
27,876
-1,363
-5% -$15.7K 0.09% 209
2024
Q2 		$340K Sell
29,239
-2,648
-8% -$29.8K 0.1% 196
2024
Q1 		$362K Buy
31,887
+202
+0.6% +$2.2K 0.11% 190
2023
Q4 		$328K Sell
31,685
-2,561
-7% -$26.4K 0.13% 171
2023
Q3 		$361K Buy
34,246
+193
+0.6% +$2.1K 0.16% 141
2023
Q2 		$381K Buy
34,053
+190
+0.6% +$2.01K 0.15% 148
2023
Q1 		$356K Sell
33,863
-127
-0.4% -$1.46K 0.18% 129
2022
Q4 		$357K Buy
33,990
+178
+0.5% +$1.92K 0.16% 137
2022
Q3 		$327K Sell
33,812
-1,561
-4% -$18.2K 0.17% 134
2022
Q2 		$379K Buy
35,373
+1,546
+5% +$18.3K 0.19% 119
2022
Q1 		$447K Buy
33,827
+143
+0.4% +$1.93K 0.2% 115
2021
Q4 		$509K Buy
33,684
+471
+1% +$7.3K 0.2% 110
2021
Q3 		$497K Buy
33,213
+113
+0.3% +$1.74K 0.23% 102
2021
Q2 		$503K Buy
33,100
+58
+0.2% +$865 0.23% 103
2021
Q1 		$484K Buy
33,042
+111
+0.3% +$1.57K 0.24% 93
2020
Q4 		$448K Buy
32,931
+82
+0.2% +$1.01K 0.25% 94
2020
Q3 		$363K Buy
+32,849
New +$368K 0.22% 96

Other funds holding CHI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Founders Financial Alliance's CHI Position: Q2 2026 in Review

Founders Financial Alliance reduced its Calamos Convertible Opportunities and Income Fund (CHI) stake by 1.8% in Q2 2026, selling an estimated $6.47K and leaving 27,970 shares worth $376K. The position accounts for 0.05% of the portfolio, ranked #291.

Founders Financial Alliance first reported a position in CHI in Q3 2020 and has held it in 24 quarters since. The position peaked at $509K in Q4 2021. 135 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

  • Founders Financial Alliance held 27,970 shares of Calamos Convertible Opportunities and Income Fund worth $376K as of Q2 2026.
  • Founders Financial Alliance sold 525 Calamos Convertible Opportunities and Income Fund shares in Q2 2026, an estimated $6.47K.
  • Calamos Convertible Opportunities and Income Fund made up 0.05% of Founders Financial Alliance's portfolio in Q2 2026, its #291 holding.
  • Founders Financial Alliance first reported a position in Calamos Convertible Opportunities and Income Fund in Q3 2020 and has held it in 24 quarters since.
  • Founders Financial Alliance's Calamos Convertible Opportunities and Income Fund position peaked at $509K in Q4 2021.
  • 135 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.