Independent Financial Group’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Independent Financial Group’s Portfolio CHI Stock Details CHI Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$465K	Hold
2025 Q4	$454K	Buy
2025 Q3	$457K	Buy
2025 Q2	$444K	Buy