Grange Capital’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Grange Capital’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 Q3	$1.57M	Sell	137,103 -8,909	-6%	-$113K	1.47%	21
2026 Q2	$1.96M	Sell	146,012 -148,404	-50%	-$1.83M	1.81%	18
2026 Q1	$3.16M	Sell	294,416 -15,121	-5%	-$170K	3.15%	10
2025 Q4	$3.24M	Sell	309,537 -7,059	-2%	-$77.1K	3.11%	9
2025 Q3	$3.42M	Buy	316,596 +61,086	+24%	+$640K	3.3%	9
2025 Q2	$2.69M	Buy	255,510 +37,649	+17%	+$376K	2.81%	11
2025 Q1	$2.09M	Buy	217,861 +138,998	+176%	+$1.51M	2.44%	11
2024 Q4	$942K	Buy	+78,863	New	+$936K	0.99%	26

Other funds holding CHI

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

Marathon Strategic Advisors Pittsburgh, Pennsylvania $171M AUM 48.57% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Sovran Advisors San Diego, California $1.45B AUM 13.97% 1-Year Est. Return

Total Wealth Planning & Management Ponte Vedra Beach, Florida $135M AUM 35.11% 1-Year Est. Return

Grange Capital's CHI Position: Q3 2026 in Review

Grange Capital reduced its Calamos Convertible Opportunities and Income Fund (CHI) stake by 6.1% in Q3 2026, selling an estimated $113K and leaving 137,103 shares worth $1.57M. The position accounts for 1.47% of the portfolio, ranked #21.

Grange Capital first reported a position in CHI in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.42M in Q3 2025. 58 funds tracked by Wall St. Rank hold CHI as of Q3 2026.

Grange Capital held 137,103 shares of Calamos Convertible Opportunities and Income Fund worth $1.57M as of Q3 2026.
Grange Capital sold 8,909 Calamos Convertible Opportunities and Income Fund shares in Q3 2026, an estimated $113K.
Calamos Convertible Opportunities and Income Fund made up 1.47% of Grange Capital's portfolio in Q3 2026, its #21 holding.
Grange Capital first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2024 and has held it in 8 quarters since.
Grange Capital's Calamos Convertible Opportunities and Income Fund position peaked at $3.42M in Q3 2025.
58 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q3 2026.

Based on Grange Capital's 13F filing for Q3 2026, filed 20 Oct 2026.