Golden State Wealth Management’s Calamos Convertible and High Income Fund CHY Stock Holding History

Golden State 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
2026 Q2	$1.55K	Buy	113 +2	+2%	+$25	﹤0.01%	1430
2026 Q1	$1.21K	Buy	111 +3	+3%	+$35	﹤0.01%	1423
2025 Q4	$1.23K	Buy	108 +3	+3%	+$34	﹤0.01%	1477
2025 Q3	$1.18K	Buy	105 +3	+3%	+$33	﹤0.01%	1485
2025 Q2	$1.13K	Sell	102 -3,244	-97%	-$33.4K	﹤0.01%	1421
2025 Q1	$33.8K	Buy	3,346 +93	+3%	+$1.03K	0.01%	683
2024 Q4	$39.5K	Buy	+3,253	New	+$39.5K	0.01%	623
2019 Q4	–	Sell	-1,250	Closed	-$14K	–	194
2019 Q3	$14K	Hold	1,250	–	–	﹤0.01%	677
2019 Q2	$13K	Sell	1,250 -1,250	-50%	-$13.6K	﹤0.01%	689
2019 Q1	$27K	Buy	+2,500	New	+$26.9K	0.01%	563

Other funds holding CHY

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

PWSG

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Golden State Wealth Management's CHY Position: Q2 2026 in Review

Golden State Wealth Management increased its Calamos Convertible and High Income Fund (CHY) stake by 1.8% in Q2 2026, buying an estimated $25 and bringing the position to 113 shares worth $1.55K. The position accounts for ﹤0.01% of the portfolio, ranked #1430.

Golden State Wealth Management first reported a position in CHY in Q1 2019 and has held it in 10 quarters since. The position peaked at $39.5K in Q4 2024. 136 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

Golden State Wealth Management held 113 shares of Calamos Convertible and High Income Fund worth $1.55K as of Q2 2026.
Golden State Wealth Management bought 2 Calamos Convertible and High Income Fund shares in Q2 2026, an estimated $25.
Calamos Convertible and High Income Fund made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1430 holding.
Golden State Wealth Management first reported a position in Calamos Convertible and High Income Fund in Q1 2019 and has held it in 10 quarters since.
Golden State Wealth Management's Calamos Convertible and High Income Fund position peaked at $39.5K in Q4 2024.
136 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.