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Global Retirement Partners’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Global Retirement Partners’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 		$101K Buy
+7,513
New +$92.6K ﹤0.01% 2059
2025
Q4 		$87.1K Buy
8,308
+114
+1% +$1.25K ﹤0.01% 1992
2025
Q3 		$88.4K Sell
8,194
-1,694
-17% -$17.7K ﹤0.01% 1574
2025
Q2 		$104K Buy
+9,888
New +$98.8K ﹤0.01% 1415
2024
Q4 		$52.3K Buy
4,379
+10
+0.2% +$119 ﹤0.01% 1597
2024
Q3 		$50.9K Buy
4,369
+9
+0.2% +$103 ﹤0.01% 1547
2024
Q2 		$50.7K Buy
4,360
+35
+0.8% +$394 ﹤0.01% 1527
2024
Q1 		$49.1K Buy
4,325
+2,037
+89% +$22.2K ﹤0.01% 1425
2023
Q4 		$23.6K Sell
2,288
-1,022
-31% -$10.5K ﹤0.01% 1683
2023
Q3 		$34.4K Buy
3,310
+37
+1% +$403 ﹤0.01% 1431
2023
Q2 		$36.7K Buy
3,273
+24
+0.7% +$254 ﹤0.01% 1420
2023
Q1 		$33.7K Buy
3,249
+1,081
+50% +$12.5K ﹤0.01% 1409
2022
Q4 		$22.8K Buy
2,168
+1,267
+141% +$13.7K ﹤0.01% 1429
2022
Q3 		$10K Buy
901
+25
+3% +$292 ﹤0.01% 1676
2022
Q2 		$9K Buy
876
+7
+0.8% +$83 ﹤0.01% 1673
2022
Q1 		$10K Buy
+869
New +$11.7K ﹤0.01% 1617
2021
Q4 		– Sell
-178
Closed -$3K – 479
2021
Q3 		$3K Hold
178
– – ﹤0.01% 1738
2021
Q2 		$3K Hold
178
– – ﹤0.01% 1663
2021
Q1 		$3K Hold
178
– – ﹤0.01% 1571
2020
Q4 		$2K Hold
178
– – ﹤0.01% 1589
2020
Q3 		$2K Hold
178
– – ﹤0.01% 1467
2020
Q2 		$2K Hold
178
– – ﹤0.01% 1441
2020
Q1 		$1K Hold
178
– – ﹤0.01% 1470
2019
Q4 		$2K Hold
178
– – ﹤0.01% 1456
2019
Q3 		$2K Hold
178
– – ﹤0.01% 1433
2019
Q2 		$2K Hold
178
– – ﹤0.01% 1426
2019
Q1 		$2K Hold
178
– – ﹤0.01% 1381
2018
Q4 		$2K Hold
178
– – ﹤0.01% 1313
2018
Q3 		$2K Buy
+178
New +$2.19K ﹤0.01% 1381

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

Global Retirement Partners's CHI Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Calamos Convertible Opportunities and Income Fund (CHI) in Q2 2026: 7,513 shares worth $101K. The stake represents ﹤0.01% of the portfolio and ranks #2059 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in CHI as recently as Q4 2025.

Global Retirement Partners first reported a position in CHI in Q3 2018 and has held it in 29 quarters since. The position peaked at $104K in Q2 2025. 134 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

  • Global Retirement Partners held 7,513 shares of Calamos Convertible Opportunities and Income Fund worth $101K as of Q2 2026.
  • Calamos Convertible Opportunities and Income Fund was a new Global Retirement Partners position in Q2 2026.
  • Calamos Convertible Opportunities and Income Fund made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #2059 holding.
  • Global Retirement Partners first reported a position in Calamos Convertible Opportunities and Income Fund in Q3 2018 and has held it in 29 quarters since.
  • Global Retirement Partners's Calamos Convertible Opportunities and Income Fund position peaked at $104K in Q2 2025.
  • 134 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.