Independent Financial Group’s Calamos Convertible and High Income Fund CHY Stock Holding History

Independent Financial Group’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	$147K	Hold	10,767	–	–	﹤0.01%	1503
2026 Q1	$117K	Hold	10,767	–	–	﹤0.01%	1418
2025 Q4	$122K	Hold	10,767	–	–	﹤0.01%	1373
2025 Q3	$121K	Buy	+10,767	New	+$119K	﹤0.01%	1326
2020 Q4	–	Sell	-15,584	Closed	-$182K	–	574
2020 Q3	$182K	Sell	15,584 -854	-5%	-$10.1K	0.03%	463
2020 Q2	$186K	Buy	+16,438	New	+$168K	0.04%	426

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

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

Independent Financial Group held its Calamos Convertible and High Income Fund (CHY) position steady in Q2 2026 at 10,767 shares worth $147K. The position accounts for ﹤0.01% of the portfolio, ranked #1503.

Independent Financial Group first reported a position in CHY in Q2 2020 and has held it in 6 quarters since. The position peaked at $186K in Q2 2020. 136 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

Independent Financial Group held 10,767 shares of Calamos Convertible and High Income Fund worth $147K as of Q2 2026.
Independent Financial Group left its Calamos Convertible and High Income Fund share count unchanged in Q2 2026.
Calamos Convertible and High Income Fund made up ﹤0.01% of Independent Financial Group's portfolio in Q2 2026, its #1503 holding.
Independent Financial Group first reported a position in Calamos Convertible and High Income Fund in Q2 2020 and has held it in 6 quarters since.
Independent Financial Group's Calamos Convertible and High Income Fund position peaked at $186K in Q2 2020.
136 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

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