HWP
CHY

Highline Wealth Partners’s Calamos Convertible and High Income Fund CHY Stock Holding History

Highline Wealth Partners’s Portfolio CHY Stock Details CHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-250
Closed -$2.72K – 1427
2026
Q1 		$2.72K Sell
250
-145
-37% -$1.69K ﹤0.01% 968
2025
Q4 		$4.47K Sell
395
-400
-50% -$4.58K ﹤0.01% 587
2025
Q3 		$8.92K Buy
795
+400
+101% +$4.41K ﹤0.01% 436
2025
Q2 		$4.34K Buy
+395
New +$4.06K ﹤0.01% 477

Other funds holding CHY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Highline Wealth Partners sold out of Calamos Convertible and High Income Fund (CHY) in Q2 2026, closing a stake of 250 shares — an estimated $2.72K sold.

Highline Wealth Partners first reported a position in CHY in Q2 2025 and held it in 4 quarters. The position peaked at $8.92K in Q3 2025. 136 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

  • Highline Wealth Partners reported no remaining Calamos Convertible and High Income Fund position as of Q2 2026 after selling out during the quarter.
  • Highline Wealth Partners sold 250 Calamos Convertible and High Income Fund shares in Q2 2026, an estimated $2.72K.
  • Highline Wealth Partners first reported a position in Calamos Convertible and High Income Fund in Q2 2025 and held it in 4 quarters.
  • Highline Wealth Partners's Calamos Convertible and High Income Fund position peaked at $8.92K in Q3 2025.
  • 136 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

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