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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$609K	Buy	45,333 +2,000	+5%	+$24.7K	0.01%	901
2026 Q1	$465K	Hold	43,333	–	–	0.01%	958
2025 Q4	$454K	Buy	43,333 +1,000	+2%	+$10.9K	0.01%	949
2025 Q3	$457K	Buy	42,333 +100	+0.2%	+$1.05K	0.01%	899
2025 Q2	$444K	Sell	42,233 -333	-0.8%	-$3.33K	0.01%	828
2025 Q1	$408K	Buy	42,566 +10,900	+34%	+$118K	0.01%	787
2024 Q4	$378K	Buy	31,666 +5,666	+22%	+$67.2K	0.01%	806
2024 Q3	$303K	Hold	26,000	–	–	0.01%	877
2024 Q2	$303K	Buy	26,000 +2,000	+8%	+$22.5K	0.01%	831
2024 Q1	$272K	Buy	24,000 +5,000	+26%	+$54.4K	0.01%	829
2023 Q4	$197K	Buy	+19,000	New	+$196K	0.01%	898

Other funds holding CHI

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Independent Financial Group's CHI Position: Q2 2026 in Review

Independent Financial Group increased its Calamos Convertible Opportunities and Income Fund (CHI) stake by 4.6% in Q2 2026, buying an estimated $24.7K and bringing the position to 45,333 shares worth $609K. The position accounts for 0.01% of the portfolio, ranked #901.

Independent Financial Group first reported a position in CHI in Q4 2023 and has held it in 11 quarters since. 135 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

Independent Financial Group held 45,333 shares of Calamos Convertible Opportunities and Income Fund worth $609K as of Q2 2026.
Independent Financial Group bought 2,000 Calamos Convertible Opportunities and Income Fund shares in Q2 2026, an estimated $24.7K.
Calamos Convertible Opportunities and Income Fund made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #901 holding.
Independent Financial Group first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2023 and has held it in 11 quarters since.
135 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.