Greenberg Financial Group’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Greenberg Financial Group’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
2025 Q4	$479K	Buy	+45,685	New	+$499K	0.2%	64

Other funds holding CHI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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 $12.9B AUM 27.3% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Greenberg Financial Group's CHI Position: Q4 2025 in Review

Greenberg Financial Group opened a new position in Calamos Convertible Opportunities and Income Fund (CHI) in Q4 2025: 45,685 shares worth $479K. The stake represents 0.2% of the portfolio and ranks #64 among its holdings.

143 funds tracked by Wall St. Rank hold CHI as of Q4 2025.

Greenberg Financial Group held 45,685 shares of Calamos Convertible Opportunities and Income Fund worth $479K as of Q4 2025.
Calamos Convertible Opportunities and Income Fund was a new Greenberg Financial Group position in Q4 2025.
Calamos Convertible Opportunities and Income Fund made up 0.2% of Greenberg Financial Group's portfolio in Q4 2025, its #64 holding.
143 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q4 2025.

Based on Greenberg Financial Group's 13F filing for Q4 2025, filed 22 Jan 2026.