IWM
CHI

IHT Wealth Management’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

IHT Wealth Management’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 		$955K Hold
71,052
– – 0.02% 617
2026
Q1 		$763K Buy
71,052
+1,977
+3% +$22.2K 0.02% 665
2025
Q4 		$724K Buy
69,075
+27,395
+66% +$299K 0.02% 639
2025
Q3 		$450K Buy
41,680
+1,000
+2% +$10.5K 0.01% 778
2025
Q2 		$428K Hold
40,680
– – 0.01% 754
2025
Q1 		$390K Hold
40,680
– – 0.01% 755
2024
Q4 		$486K Buy
40,680
+1,900
+5% +$22.5K 0.02% 691
2024
Q3 		$451K Buy
+38,780
New +$445K 0.01% 751
2023
Q3 		– Sell
-13,647
Closed -$153K – 970
2023
Q2 		$153K Buy
13,647
+37
+0.3% +$392 0.01% 906
2023
Q1 		$143K Buy
13,610
+35
+0.3% +$404 0.01% 885
2022
Q4 		$143K Buy
13,575
+35
+0.3% +$378 0.01% 847
2022
Q3 		$131K Sell
13,540
-222
-2% -$2.59K 0.01% 809
2022
Q2 		$148K Buy
13,762
+31
+0.2% +$367 0.01% 682
2022
Q1 		$181K Buy
13,731
+2,225
+19% +$30K 0.01% 719
2021
Q4 		$174K Buy
+11,506
New +$178K 0.01% 760
2018
Q2 		– Sell
-1,400
Closed -$15K – 571
2018
Q1 		$15K Sell
1,400
-876
-38% -$9.71K ﹤0.01% 1058
2017
Q4 		$25K Buy
2,276
+1,400
+160% +$16.1K 0.01% 915
2017
Q3 		$10K Hold
876
– – ﹤0.01% 961
2017
Q2 		$36K Hold
876
– – 0.02% 598
2017
Q1 		$10K Hold
876
– – 0.01% 833
2016
Q4 		$9K Buy
+876
New +$8.72K 0.01% 814

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

IHT Wealth Management's CHI Position: Q2 2026 in Review

IHT Wealth Management held its Calamos Convertible Opportunities and Income Fund (CHI) position steady in Q2 2026 at 71,052 shares worth $955K. The position accounts for 0.02% of the portfolio, ranked #617.

IHT Wealth Management first reported a position in CHI in Q4 2016 and has held it in 21 quarters since. 135 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

  • IHT Wealth Management held 71,052 shares of Calamos Convertible Opportunities and Income Fund worth $955K as of Q2 2026.
  • IHT Wealth Management left its Calamos Convertible Opportunities and Income Fund share count unchanged in Q2 2026.
  • Calamos Convertible Opportunities and Income Fund made up 0.02% of IHT Wealth Management's portfolio in Q2 2026, its #617 holding.
  • IHT Wealth Management first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2016 and has held it in 21 quarters since.
  • 135 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.