Halbert Hargrove Global Advisors’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Halbert Hargrove Global Advisors’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	$222K	Sell	16,550 -3,500	-17%	-$43.1K	0.01%	99
2026 Q1	$215K	Hold	20,050	–	–	0.01%	89
2025 Q4	$210K	Hold	20,050	–	–	0.01%	90
2025 Q3	$216K	Buy	20,050 +10,000	+100%	+$105K	0.01%	97
2025 Q2	$106K	Buy	10,050 +600	+6%	+$6K	0.01%	114
2025 Q1	$90.6K	Hold	9,450	–	–	0.01%	121
2024 Q4	$113K	Buy	+9,450	New	+$112K	0.01%	109

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

Halbert Hargrove Global Advisors's CHI Position: Q2 2026 in Review

Halbert Hargrove Global Advisors reduced its Calamos Convertible Opportunities and Income Fund (CHI) stake by 17% in Q2 2026, selling an estimated $43.1K and leaving 16,550 shares worth $222K. The position accounts for 0.01% of the portfolio, ranked #99.

Halbert Hargrove Global Advisors first reported a position in CHI in Q4 2024 and has held it in 7 quarters since. 135 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

Halbert Hargrove Global Advisors held 16,550 shares of Calamos Convertible Opportunities and Income Fund worth $222K as of Q2 2026.
Halbert Hargrove Global Advisors sold 3,500 Calamos Convertible Opportunities and Income Fund shares in Q2 2026, an estimated $43.1K.
Calamos Convertible Opportunities and Income Fund made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #99 holding.
Halbert Hargrove Global Advisors first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2024 and has held it in 7 quarters since.
135 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.