HighTower Advisors’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $320K | Buy |
23,811
+1,000
| +4% | +$12.3K | ﹤0.01% | 3158 |
|
|
2026
Q1 | $245K | Sell |
22,811
-7,310
| -24% | -$82K | ﹤0.01% | 3329 |
|
|
2025
Q4 | $316K | Sell |
30,121
-7,680
| -20% | -$83.8K | ﹤0.01% | 3005 |
|
|
2025
Q3 | $408K | Sell |
37,801
-6,138
| -14% | -$64.3K | ﹤0.01% | 2782 |
|
|
2025
Q2 | $462K | Sell |
43,939
-18,716
| -30% | -$187K | ﹤0.01% | 2591 |
|
|
2025
Q1 | $601K | Buy |
62,655
+2,060
| +3% | +$22.4K | ﹤0.01% | 2313 |
|
|
2024
Q4 | $724K | Buy |
60,595
+8,805
| +17% | +$104K | ﹤0.01% | 2198 |
|
|
2024
Q3 | $602K | Buy |
51,790
+3,912
| +8% | +$44.9K | ﹤0.01% | 2265 |
|
|
2024
Q2 | $556K | Sell |
47,878
-4,796
| -9% | -$54K | ﹤0.01% | 2241 |
|
|
2024
Q1 | $598K | Buy |
52,674
+6,361
| +14% | +$69.3K | ﹤0.01% | 2148 |
|
|
2023
Q4 | $480K | Buy |
46,313
+9,752
| +27% | +$100K | ﹤0.01% | 2356 |
|
|
2023
Q3 | $387K | Sell |
36,561
-51,419
| -58% | -$560K | ﹤0.01% | 2406 |
|
|
2023
Q2 | $983K | Sell |
87,980
-10,331
| -11% | -$109K | ﹤0.01% | 1766 |
|
|
2023
Q1 | $1.04M | Buy |
98,311
+4,450
| +5% | +$51.3K | ﹤0.01% | 1652 |
|
|
2022
Q4 | $990K | Buy |
93,861
+1,050
| +1% | +$11.3K | ﹤0.01% | 1682 |
|
|
2022
Q3 | $895K | Sell |
92,811
-450
| -0.5% | -$5.25K | ﹤0.01% | 1668 |
|
|
2022
Q2 | $999K | Sell |
93,261
-2,280
| -2% | -$27K | ﹤0.01% | 1631 |
|
|
2022
Q1 | $1.26M | Buy |
95,541
+612
| +0.6% | +$8.24K | ﹤0.01% | 1620 |
|
|
2021
Q4 | $1.44M | Sell |
94,929
-836
| -0.9% | -$13K | ﹤0.01% | 1564 |
|
|
2021
Q3 | $1.44M | Sell |
95,765
-54,757
| -36% | -$841K | ﹤0.01% | 1447 |
|
|
2021
Q2 | $2.29M | Buy |
150,522
+1,059
| +0.7% | +$15.8K | 0.01% | 1152 |
|
|
2021
Q1 | $2.12M | Buy |
149,463
+2,211
| +2% | +$31.3K | 0.01% | 1100 |
|
|
2020
Q4 | $2M | Buy |
147,252
+51,869
| +54% | +$639K | 0.01% | 914 |
|
|
2020
Q3 | $1.05M | Buy |
95,383
+22,086
| +30% | +$248K | 0.01% | 1185 |
|
|
2020
Q2 | $780K | Buy |
73,297
+542
| +0.7% | +$5.18K | ﹤0.01% | 1229 |
|
|
2020
Q1 | $608K | Sell |
72,755
-425
| -0.6% | -$4.35K | ﹤0.01% | 1249 |
|
|
2019
Q4 | $805K | Sell |
73,180
-196
| -0.3% | -$2.11K | ﹤0.01% | 1245 |
|
|
2019
Q3 | $764K | Sell |
73,376
-3,096
| -4% | -$32.7K | ﹤0.01% | 1310 |
|
|
2019
Q2 | $803K | Buy |
76,472
+103
| +0.1% | +$1.07K | ﹤0.01% | 1300 |
|
|
2019
Q1 | $774K | Buy |
76,369
+772
| +1% | +$7.75K | 0.01% | 1248 |
|
|
2018
Q4 | $671K | Sell |
75,597
-13,455
| -15% | -$134K | 0.01% | 1211 |
|
|
2018
Q3 | $1.07M | Buy |
89,052
+387
| +0.4% | +$4.75K | 0.01% | 1096 |
|
|
2018
Q2 | $1.04M | Sell |
88,665
-2,120
| -2% | -$24.4K | 0.01% | 1101 |
|
|
2018
Q1 | $1.01M | Buy |
90,785
+7,236
| +9% | +$80.2K | 0.01% | 1070 |
|
|
2017
Q4 | $935K | Buy |
83,549
+4,626
| +6% | +$53.1K | 0.01% | 1144 |
|
|
2017
Q3 | $909K | Buy |
78,923
+3,705
| +5% | +$42.2K | 0.01% | 1138 |
|
|
2017
Q2 | $847K | Buy |
75,218
+6,009
| +9% | +$67.1K | 0.01% | 1136 |
|
|
2017
Q1 | $762K | Buy |
69,209
+39
| +0.1% | +$420 | 0.01% | 1151 |
|
|
2016
Q4 | $698K | Buy |
+69,170
| New | +$688K | 0.01% | 1115 |
|
|
2016
Q1 | – | Sell |
-11,432
| Closed | -$113K | – | 2081 |
|
|
2015
Q4 | $113K | Sell |
11,432
-9,469
| -45% | -$95.9K | ﹤0.01% | 1834 |
|
|
2015
Q3 | $207K | Sell |
20,901
-8,240
| -28% | -$91K | ﹤0.01% | 1628 |
|
|
2015
Q2 | $356K | Sell |
29,141
-17,909
| -38% | -$232K | 0.01% | 1132 |
|
|
2015
Q1 | $611K | Buy |
47,050
+2,942
| +7% | +$38.4K | 0.01% | 1001 |
|
|
2014
Q4 | $566K | Sell |
44,108
-3,589
| -8% | -$47.8K | 0.01% | 1004 |
|
|
2014
Q3 | $645K | Sell |
47,697
-24,890
| -34% | -$343K | 0.01% | 934 |
|
|
2014
Q2 | $1.02M | Buy |
72,587
+3,425
| +5% | +$47.1K | 0.02% | 803 |
|
|
2014
Q1 | $955K | Sell |
69,162
-200
| -0.3% | -$2.76K | 0.02% | 767 |
|
|
2013
Q4 | $920K | Sell |
69,362
-197
| -0.3% | -$2.56K | 0.02% | 729 |
|
|
2013
Q3 | $876K | Sell |
69,559
-1,221
| -2% | -$15.4K | 0.02% | 664 |
|
|
2013
Q2 | $892K | Buy |
+70,780
| New | +$899K | 0.02% | 634 |
|
Other funds holding CHI
DADC
GC
HighTower Advisors's CHI Position: Q2 2026 in Review
HighTower Advisors increased its Calamos Convertible Opportunities and Income Fund (CHI) stake by 4.4% in Q2 2026, buying an estimated $12.3K and bringing the position to 23,811 shares worth $320K. The position accounts for ﹤0.01% of the portfolio, ranked #3158.
HighTower Advisors first reported a position in CHI in Q2 2013 and has held it in 50 quarters since. The position peaked at $2.29M in Q2 2021. 135 funds tracked by Wall St. Rank hold CHI as of Q2 2026.
- HighTower Advisors held 23,811 shares of Calamos Convertible Opportunities and Income Fund worth $320K as of Q2 2026.
- HighTower Advisors bought 1,000 Calamos Convertible Opportunities and Income Fund shares in Q2 2026, an estimated $12.3K.
- Calamos Convertible Opportunities and Income Fund made up ﹤0.01% of HighTower Advisors's portfolio in Q2 2026, its #3158 holding.
- HighTower Advisors first reported a position in Calamos Convertible Opportunities and Income Fund in Q2 2013 and has held it in 50 quarters since.
- HighTower Advisors's Calamos Convertible Opportunities and Income Fund position peaked at $2.29M in Q2 2021.
- 135 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.
Based on HighTower Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.