Graves Light Lenhart Wealth’s Calamos Convertible and High Income Fund CHY Stock Holding History

Graves Light Lenhart Wealth’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	$325K	Hold	23,828	–	–	0.03%	155
2026 Q1	$259K	Hold	23,828	–	–	0.03%	163
2025 Q4	$269K	Hold	23,828	–	–	0.03%	162
2025 Q3	$267K	Hold	23,828	–	–	0.03%	158
2025 Q2	$262K	Hold	23,828	–	–	0.03%	158
2025 Q1	$241K	Hold	23,828	–	–	0.03%	162
2024 Q4	$289K	Hold	23,828	–	–	0.04%	151
2024 Q3	$284K	Hold	23,828	–	–	0.04%	150
2024 Q2	$266K	Hold	23,828	–	–	0.03%	159
2024 Q1	$281K	Hold	23,828	–	–	0.03%	157
2023 Q4	$273K	Hold	23,828	–	–	0.03%	153
2023 Q3	$265K	Hold	23,828	–	–	0.04%	147
2023 Q2	$268K	Hold	23,828	–	–	0.04%	152
2023 Q1	$260K	Hold	23,828	–	–	0.04%	140
2022 Q4	$251K	Hold	23,828	–	–	0.04%	143
2022 Q3	$240K	Hold	23,828	–	–	0.04%	147
2022 Q2	$266K	Hold	23,828	–	–	0.04%	148
2022 Q1	$336K	Hold	23,828	–	–	0.05%	130
2021 Q4	$386K	Hold	23,828	–	–	0.05%	132
2021 Q3	$372K	Hold	23,828	–	–	0.06%	125
2021 Q2	$389K	Hold	23,828	–	–	0.06%	125
2021 Q1	$355K	Hold	23,828	–	–	0.06%	130
2020 Q4	$340K	Hold	23,828	–	–	0.06%	124
2020 Q3	$278K	Hold	23,828	–	–	0.06%	122
2020 Q2	$270K	Hold	23,828	–	–	0.06%	126
2020 Q1	$211K	Hold	23,828	–	–	0.06%	136
2019 Q4	$272K	Sell	23,828 -515	-2%	-$5.79K	0.06%	141
2019 Q3	$270K	Hold	24,343	–	–	0.06%	141
2019 Q2	$269K	Hold	24,343	–	–	0.06%	132
2019 Q1	$264K	Buy	24,343 +515	+2%	+$5.54K	0.07%	123
2018 Q4	$224K	Buy	+23,828	New	+$254K	0.07%	127

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

Graves Light Lenhart Wealth's CHY Position: Q2 2026 in Review

Graves Light Lenhart Wealth held its Calamos Convertible and High Income Fund (CHY) position steady in Q2 2026 at 23,828 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #155.

Graves Light Lenhart Wealth first reported a position in CHY in Q4 2018 and has held it in 31 quarters since. The position peaked at $389K in Q2 2021. 136 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

Graves Light Lenhart Wealth held 23,828 shares of Calamos Convertible and High Income Fund worth $325K as of Q2 2026.
Graves Light Lenhart Wealth left its Calamos Convertible and High Income Fund share count unchanged in Q2 2026.
Calamos Convertible and High Income Fund made up 0.03% of Graves Light Lenhart Wealth's portfolio in Q2 2026, its #155 holding.
Graves Light Lenhart Wealth first reported a position in Calamos Convertible and High Income Fund in Q4 2018 and has held it in 31 quarters since.
Graves Light Lenhart Wealth's Calamos Convertible and High Income Fund position peaked at $389K in Q2 2021.
136 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

Based on Graves Light Lenhart Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.