GAFA
CHI

Garton & Associates Financial Advisors’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Garton & Associates 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
Q1 		– Sell
-575
Closed -$6.03K – 219
2025
Q4 		$6.03K Buy
+575
New +$6.28K ﹤0.01% 953

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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 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

Garton & Associates Financial Advisors's CHI Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q1 2026, closing a stake of 575 shares — an estimated $6.03K sold.

Garton & Associates Financial Advisors first reported a position in CHI in Q4 2025 and held it in 1 quarter. The position peaked at $6.03K in Q4 2025. 133 funds tracked by Wall St. Rank hold CHI as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 575 Calamos Convertible Opportunities and Income Fund shares in Q1 2026, an estimated $6.03K.
  • Garton & Associates Financial Advisors first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Calamos Convertible Opportunities and Income Fund position peaked at $6.03K in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.