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 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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Grange Capital's CHI Position: Q2 2026 in Review

Grange Capital reduced its Calamos Convertible Opportunities and Income Fund (CHI) stake by 50% in Q2 2026, selling an estimated $1.83M and leaving 146,012 shares worth $1.96M. The position accounts for 1.81% of the portfolio, ranked #18.

Grange Capital first reported a position in CHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.42M in Q3 2025. 135 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

Grange Capital held 146,012 shares of Calamos Convertible Opportunities and Income Fund worth $1.96M as of Q2 2026.
Grange Capital sold 148,404 Calamos Convertible Opportunities and Income Fund shares in Q2 2026, an estimated $1.83M.
Calamos Convertible Opportunities and Income Fund made up 1.81% of Grange Capital's portfolio in Q2 2026, its #18 holding.
Grange Capital first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2024 and has held it in 7 quarters since.
Grange Capital's Calamos Convertible Opportunities and Income Fund position peaked at $3.42M in Q3 2025.
135 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on Grange Capital's 13F filing for Q2 2026, filed 28 Jul 2026.