Gilliland Jeter Wealth Management’s Calamos Convertible and High Income Fund CHY Stock Holding History

Gilliland Jeter Wealth Management’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
2025 Q4	–	Sell	-10,505	Closed	-$118K	–	176
2025 Q3	$118K	Buy	+10,505	New	+$116K	0.04%	170
2024 Q4	–	Sell	-9,305	Closed	-$111K	–	254
2024 Q3	$111K	Hold	9,305	–	–	0.04%	215
2024 Q2	$104K	Hold	9,305	–	–	0.04%	213
2024 Q1	$110K	Buy	+9,305	New	+$110K	0.04%	211

Other funds holding CHY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 $12.9B AUM 27.3% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Gilliland Jeter Wealth Management's CHY Position: Q4 2025 in Review

Gilliland Jeter Wealth Management sold out of Calamos Convertible and High Income Fund (CHY) in Q4 2025, closing a stake of 10,505 shares — an estimated $118K sold.

Gilliland Jeter Wealth Management first reported a position in CHY in Q1 2024 and held it in 4 quarters. The position peaked at $118K in Q3 2025. 128 funds tracked by Wall St. Rank hold CHY as of Q4 2025.

Gilliland Jeter Wealth Management reported no remaining Calamos Convertible and High Income Fund position as of Q4 2025 after selling out during the quarter.
Gilliland Jeter Wealth Management sold 10,505 Calamos Convertible and High Income Fund shares in Q4 2025, an estimated $118K.
Gilliland Jeter Wealth Management first reported a position in Calamos Convertible and High Income Fund in Q1 2024 and held it in 4 quarters.
Gilliland Jeter Wealth Management's Calamos Convertible and High Income Fund position peaked at $118K in Q3 2025.
128 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q4 2025.

Based on Gilliland Jeter Wealth Management's 13F filing for Q4 2025, filed 23 Jan 2026.