Howard Financial Services’s Calamos Convertible and High Income Fund CHY Stock Holding History

Howard Financial Services’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	$254K	Buy	+18,651	New	+$235K	0.03%	210

Other funds holding CHY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Howard Financial Services's CHY Position: Q2 2026 in Review

Howard Financial Services opened a new position in Calamos Convertible and High Income Fund (CHY) in Q2 2026: 18,651 shares worth $254K. The stake represents 0.03% of the portfolio and ranks #210 among its holdings.

135 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

Howard Financial Services held 18,651 shares of Calamos Convertible and High Income Fund worth $254K as of Q2 2026.
Calamos Convertible and High Income Fund was a new Howard Financial Services position in Q2 2026.
Calamos Convertible and High Income Fund made up 0.03% of Howard Financial Services's portfolio in Q2 2026, its #210 holding.
135 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

Based on Howard Financial Services's 13F filing for Q2 2026, filed 7 Jul 2026.