IA
CHI

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

IFP 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 		$26.9K Hold
2,000
– – ﹤0.01% 2780
2026
Q1 		$21.5K Hold
2,000
– – ﹤0.01% 2738
2025
Q4 		$21K Buy
+2,000
New +$21.8K ﹤0.01% 2708
2024
Q1 		– Sell
-401
Closed -$4.15K – 3140
2023
Q4 		$4.15K Sell
401
-499
-55% -$5.14K ﹤0.01% 2488
2023
Q3 		$9.49K Buy
900
+5
+0.6% +$54 ﹤0.01% 2273
2023
Q2 		$10K Sell
895
-218
-20% -$2.31K ﹤0.01% 2301
2023
Q1 		$13K Sell
1,113
-9,918
-90% -$114K ﹤0.01% 2191
2022
Q4 		$129K Buy
11,031
+12
+0.1% +$130 ﹤0.01% 1602
2022
Q3 		$130K Buy
11,019
+11
+0.1% +$128 ﹤0.01% 1677
2022
Q2 		$130K Hold
11,008
– – ﹤0.01% 1523
2022
Q1 		$130K Buy
+11,008
New +$148K ﹤0.01% 1523
2019
Q1 		$17K Sell
1,663
-6,578
-80% -$66K ﹤0.01% 1406
2018
Q4 		$72K Sell
8,241
-31,415
-79% -$313K ﹤0.01% 1384
2018
Q3 		$477K Buy
39,656
+3,133
+9% +$38.5K 0.02% 680
2018
Q2 		$431K Buy
36,523
+20,444
+127% +$235K 0.02% 725
2018
Q1 		$180K Hold
16,079
– – 0.01% 1037
2017
Q4 		$180K Sell
16,079
-6,378
-28% -$73.2K 0.01% 1043
2017
Q3 		$259K Buy
22,457
+2,263
+11% +$25.8K 0.01% 996
2017
Q2 		$227K Buy
20,194
+2,301
+13% +$25.7K 0.01% 1054
2017
Q1 		$197K Sell
17,893
-33,069
-65% -$356K 0.01% 1120
2016
Q4 		$514K Sell
50,962
-823
-2% -$8.19K 0.02% 605
2016
Q3 		$535K Buy
51,785
+3,242
+7% +$33.7K 0.03% 539
2016
Q2 		$477K Buy
48,543
+46,880
+2,819% +$451K 0.03% 560
2016
Q1 		$17K Sell
1,663
-48,722
-97% -$438K ﹤0.01% 1406
2015
Q4 		$499K Buy
+50,385
New +$510K 0.03% 501

Other funds holding CHI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

IFP Advisors's CHI Position: Q2 2026 in Review

IFP Advisors held its Calamos Convertible Opportunities and Income Fund (CHI) position steady in Q2 2026 at 2,000 shares worth $26.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2780.

IFP Advisors first reported a position in CHI in Q4 2015 and has held it in 25 quarters since. The position peaked at $535K in Q3 2016. 135 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

  • IFP Advisors held 2,000 shares of Calamos Convertible Opportunities and Income Fund worth $26.9K as of Q2 2026.
  • IFP 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 IFP Advisors's portfolio in Q2 2026, its #2780 holding.
  • IFP Advisors first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2015 and has held it in 25 quarters since.
  • IFP Advisors's Calamos Convertible Opportunities and Income Fund position peaked at $535K in Q3 2016.
  • 135 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.