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 Q3	$179K	Sell	15,650 -900	-5%	-$11.4K	0.01%	110
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

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 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

Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Creekside Partners Petaluma, California $270M AUM 15.58% 1-Year Est. Return

Halbert Hargrove Global Advisors's CHI Position: Q3 2026 in Review

Halbert Hargrove Global Advisors reduced its Calamos Convertible Opportunities and Income Fund (CHI) stake by 5.4% in Q3 2026, selling an estimated $11.4K and leaving 15,650 shares worth $179K. The position accounts for 0.01% of the portfolio, ranked #110.

Halbert Hargrove Global Advisors first reported a position in CHI in Q4 2024 and has held it in 8 quarters since. The position peaked at $222K in Q2 2026. 84 funds tracked by Wall St. Rank hold CHI as of Q3 2026.

Halbert Hargrove Global Advisors held 15,650 shares of Calamos Convertible Opportunities and Income Fund worth $179K as of Q3 2026.
Halbert Hargrove Global Advisors sold 900 Calamos Convertible Opportunities and Income Fund shares in Q3 2026, an estimated $11.4K.
Calamos Convertible Opportunities and Income Fund made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q3 2026, its #110 holding.
Halbert Hargrove Global Advisors first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2024 and has held it in 8 quarters since.
Halbert Hargrove Global Advisors's Calamos Convertible Opportunities and Income Fund position peaked at $222K in Q2 2026.
84 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.