Game Plan Financial Advisors’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Game Plan Financial Advisors’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	$380K	Buy	28,250 +3,250	+13%	+$40.1K	0.14%	76
2026 Q1	$269K	Hold	25,000	–	–	0.12%	73
2025 Q4	$262K	Hold	25,000	–	–	0.11%	81
2025 Q3	$270K	Hold	25,000	–	–	0.11%	75
2025 Q2	$263K	Sell	25,000 -1,075	-4%	-$10.7K	0.11%	77
2025 Q1	$250K	Hold	26,075	–	–	0.12%	78
2024 Q4	$310K	Hold	26,075	–	–	0.15%	72
2024 Q3	$304K	Hold	26,075	–	–	0.15%	75
2024 Q2	$304K	Hold	26,075	–	–	0.15%	83
2024 Q1	$296K	Hold	26,075	–	–	0.15%	79
2023 Q4	$270K	Buy	+26,075	New	+$269K	0.15%	84
2022 Q4	$327K	Hold	31,075	–	–	0.27%	63
2022 Q3	$300K	Buy	31,075 +1,075	+4%	+$12.5K	0.25%	61
2022 Q2	$322K	Hold	30,000	–	–	0.26%	64
2022 Q1	$396K	Hold	30,000	–	–	0.24%	64
2021 Q4	$453K	Hold	30,000	–	–	0.24%	68
2021 Q3	$449K	Hold	30,000	–	–	0.27%	66
2021 Q2	$455K	Sell	30,000 -2,000	-6%	-$29.8K	0.27%	66
2021 Q1	$456K	Sell	32,000 -4,000	-11%	-$56.7K	0.29%	66
2020 Q4	$488K	Buy	+36,000	New	+$443K	0.35%	59
2020 Q2	–	Sell	-38,000	Closed	-$317K	–	65
2020 Q1	$317K	Hold	38,000	–	–	0.37%	51
2019 Q4	$418K	Buy	+38,000	New	+$409K	0.39%	58

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

Game Plan Financial Advisors's CHI Position: Q2 2026 in Review

Game Plan Financial Advisors increased its Calamos Convertible Opportunities and Income Fund (CHI) stake by 13% in Q2 2026, buying an estimated $40.1K and bringing the position to 28,250 shares worth $380K. The position accounts for 0.14% of the portfolio, ranked #76.

Game Plan Financial Advisors first reported a position in CHI in Q4 2019 and has held it in 22 quarters since. The position peaked at $488K in Q4 2020. 135 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

Game Plan Financial Advisors held 28,250 shares of Calamos Convertible Opportunities and Income Fund worth $380K as of Q2 2026.
Game Plan Financial Advisors bought 3,250 Calamos Convertible Opportunities and Income Fund shares in Q2 2026, an estimated $40.1K.
Calamos Convertible Opportunities and Income Fund made up 0.14% of Game Plan Financial Advisors's portfolio in Q2 2026, its #76 holding.
Game Plan Financial Advisors first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2019 and has held it in 22 quarters since.
Game Plan Financial Advisors's Calamos Convertible Opportunities and Income Fund position peaked at $488K in Q4 2020.
135 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.