Insigneo Advisory Services’s Calamos Convertible and High Income Fund CHY Stock Holding History

Insigneo Advisory Services’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	$218K	Hold	16,033	–	–	0.01%	751
2026 Q1	$175K	Hold	16,033	–	–	0.01%	658
2025 Q4	$181K	Hold	16,033	–	–	0.01%	665
2025 Q3	$180K	Hold	16,033	–	–	0.01%	645
2025 Q2	$176K	Buy	16,033 +4,124	+35%	+$42.4K	0.02%	579
2025 Q1	$120K	Buy	11,909 +646	+6%	+$7.14K	0.01%	548
2024 Q4	$137K	Hold	11,263	–	–	0.01%	541
2024 Q3	$134K	Hold	11,263	–	–	0.01%	564
2024 Q2	$125K	Buy	+11,263	New	+$126K	0.01%	515

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

Insigneo Advisory Services's CHY Position: Q2 2026 in Review

Insigneo Advisory Services held its Calamos Convertible and High Income Fund (CHY) position steady in Q2 2026 at 16,033 shares worth $218K. The position accounts for 0.01% of the portfolio, ranked #751.

Insigneo Advisory Services first reported a position in CHY in Q2 2024 and has held it in 9 quarters since. 136 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

Insigneo Advisory Services held 16,033 shares of Calamos Convertible and High Income Fund worth $218K as of Q2 2026.
Insigneo Advisory Services 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 Insigneo Advisory Services's portfolio in Q2 2026, its #751 holding.
Insigneo Advisory Services first reported a position in Calamos Convertible and High Income Fund in Q2 2024 and has held it in 9 quarters since.
136 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

Based on Insigneo Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.