HWP
CHI

Highline Wealth Partners’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Highline Wealth Partners’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 		– Sell
-250
Closed -$2.69K – 1426
2026
Q1 		$2.69K Sell
250
-150
-38% -$1.68K ﹤0.01% 983
2025
Q4 		$4.19K Hold
400
– – ﹤0.01% 608
2025
Q3 		$4.32K Buy
+400
New +$4.19K ﹤0.01% 616

Other funds holding CHI

MSA
Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
LWMM
Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Highline Wealth Partners's CHI Position: Q2 2026 in Review

Highline Wealth Partners sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q2 2026, closing a stake of 250 shares — an estimated $2.69K sold.

Highline Wealth Partners first reported a position in CHI in Q3 2025 and held it in 3 quarters. The position peaked at $4.32K in Q3 2025. 13 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

  • Highline Wealth Partners reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q2 2026 after selling out during the quarter.
  • Highline Wealth Partners sold 250 Calamos Convertible Opportunities and Income Fund shares in Q2 2026, an estimated $2.69K.
  • Highline Wealth Partners first reported a position in Calamos Convertible Opportunities and Income Fund in Q3 2025 and held it in 3 quarters.
  • Highline Wealth Partners's Calamos Convertible Opportunities and Income Fund position peaked at $4.32K in Q3 2025.
  • 13 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.