HHM Wealth Advisors’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

HHM Wealth 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	$9.74K	Hold	725	–	–	﹤0.01%	633
2026 Q1	$7.79K	Hold	725	–	–	﹤0.01%	669
2025 Q4	$7.6K	Hold	725	–	–	﹤0.01%	654
2025 Q3	$7.82K	Hold	725	–	–	﹤0.01%	673
2025 Q2	$7.63K	Hold	725	–	–	﹤0.01%	644
2025 Q1	$6.95K	Hold	725	–	–	﹤0.01%	638
2024 Q4	$8.66K	Hold	725	–	–	﹤0.01%	612
2024 Q3	$8.44K	Hold	725	–	–	﹤0.01%	586
2024 Q2	$8.44K	Hold	725	–	–	﹤0.01%	574
2024 Q1	$8.23K	Hold	725	–	–	﹤0.01%	553
2023 Q4	$7.51K	Hold	725	–	–	﹤0.01%	565
2023 Q3	$7.64K	Hold	725	–	–	﹤0.01%	554
2023 Q2	$8.12K	Hold	725	–	–	﹤0.01%	574
2023 Q1	$7.63K	Hold	725	–	–	﹤0.01%	566
2022 Q4	$7.62K	Hold	725	–	–	﹤0.01%	487
2022 Q3	$7K	Hold	725	–	–	﹤0.01%	481
2022 Q2	$8K	Buy	+725	New	+$8.59K	﹤0.01%	564

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

HHM Wealth Advisors's CHI Position: Q2 2026 in Review

HHM Wealth Advisors held its Calamos Convertible Opportunities and Income Fund (CHI) position steady in Q2 2026 at 725 shares worth $9.74K. The position accounts for ﹤0.01% of the portfolio, ranked #633.

HHM Wealth Advisors first reported a position in CHI in Q2 2022 and has held it in 17 quarters since. 135 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

HHM Wealth Advisors held 725 shares of Calamos Convertible Opportunities and Income Fund worth $9.74K as of Q2 2026.
HHM Wealth Advisors left its Calamos Convertible Opportunities and Income Fund share count unchanged in Q2 2026.
Calamos Convertible Opportunities and Income Fund made up ﹤0.01% of HHM Wealth Advisors's portfolio in Q2 2026, its #633 holding.
HHM Wealth Advisors first reported a position in Calamos Convertible Opportunities and Income Fund in Q2 2022 and has held it in 17 quarters since.
135 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.