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 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 $1.37T 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 $16.5B AUM 19.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Halbert Hargrove Global Advisors's CHI Position: Q1 2026 in Review

Halbert Hargrove Global Advisors held its Calamos Convertible Opportunities and Income Fund (CHI) position steady in Q1 2026 at 20,050 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #89.

Halbert Hargrove Global Advisors first reported a position in CHI in Q4 2024 and has held it in 6 quarters since. The position peaked at $216K in Q3 2025. 133 funds tracked by Wall St. Rank hold CHI as of Q1 2026.

Halbert Hargrove Global Advisors held 20,050 shares of Calamos Convertible Opportunities and Income Fund worth $215K as of Q1 2026.
Halbert Hargrove Global Advisors left its Calamos Convertible Opportunities and Income Fund share count unchanged in Q1 2026.
Calamos Convertible Opportunities and Income Fund made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q1 2026, its #89 holding.
Halbert Hargrove Global Advisors first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2024 and has held it in 6 quarters since.
Halbert Hargrove Global Advisors's Calamos Convertible Opportunities and Income Fund position peaked at $216K in Q3 2025.
133 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.