IFWM
CHI

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

Institute for 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 		$22.8K Sell
1,695
-57,582
-97% -$710K ﹤0.01% 1087
2026
Q1 		$637K Buy
59,277
+581
+1% +$6.52K 0.07% 266
2025
Q4 		$615K Sell
58,696
-3,210
-5% -$35K 0.07% 264
2025
Q3 		$668K Buy
61,906
+2,612
+4% +$27.4K 0.07% 265
2025
Q2 		$624K Buy
59,294
+5,605
+10% +$56K 0.07% 269
2025
Q1 		$515K Buy
53,689
+1,371
+3% +$14.9K 0.07% 286
2024
Q4 		$625K Buy
52,318
+5,976
+13% +$70.9K 0.08% 250
2024
Q3 		$539K Buy
46,342
+1,330
+3% +$15.3K 0.07% 282
2024
Q2 		$524K Buy
45,012
+4,474
+11% +$50.4K 0.07% 270
2024
Q1 		$460K Sell
40,538
-5,514
-12% -$60K 0.06% 308
2023
Q4 		$477K Sell
46,052
-1,276
-3% -$13.1K 0.08% 280
2023
Q3 		$499K Buy
47,328
+1,895
+4% +$20.6K 0.09% 261
2023
Q2 		$509K Buy
45,433
+1,989
+5% +$21.1K 0.09% 261
2023
Q1 		$457K Buy
43,444
+9,602
+28% +$111K 0.09% 273
2022
Q4 		$356K Sell
33,842
-32
-0.1% -$346 0.07% 324
2022
Q3 		$327K Sell
33,874
-4,073
-11% -$47.5K 0.07% 318
2022
Q2 		$407K Sell
37,947
-539
-1% -$6.39K 0.08% 318
2022
Q1 		$508K Buy
38,486
+1,174
+3% +$15.8K 0.08% 289
2021
Q4 		$564K Buy
37,312
+287
+0.8% +$4.45K 0.09% 265
2021
Q3 		$554K Buy
37,025
+3,954
+12% +$60.7K 0.1% 253
2021
Q2 		$502K Buy
33,071
+4,897
+17% +$73K 0.09% 272
2021
Q1 		$401K Buy
28,174
+1,653
+6% +$23.4K 0.08% 306
2020
Q4 		$359K Buy
26,521
+3,492
+15% +$43K 0.07% 319
2020
Q3 		$253K Buy
23,029
+207
+0.9% +$2.32K 0.06% 353
2020
Q2 		$243K Buy
22,822
+880
+4% +$8.41K 0.06% 360
2020
Q1 		$183K Buy
21,942
+1,250
+6% +$12.8K 0.06% 374
2019
Q4 		$228K Buy
20,692
+1,368
+7% +$14.7K 0.05% 399
2019
Q3 		$201K Buy
19,324
+4,704
+32% +$49.6K 0.05% 395
2019
Q2 		$154K Buy
14,620
+3,245
+29% +$33.7K 0.03% 452
2019
Q1 		$115K Buy
+11,375
New +$114K 0.03% 432

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

Institute for Wealth Management's CHI Position: Q2 2026 in Review

Institute for Wealth Management reduced its Calamos Convertible Opportunities and Income Fund (CHI) stake by 97% in Q2 2026, selling an estimated $710K and leaving 1,695 shares worth $22.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

Institute for Wealth Management first reported a position in CHI in Q1 2019 and has held it in 30 quarters since. The position peaked at $668K in Q3 2025. 135 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

  • Institute for Wealth Management held 1,695 shares of Calamos Convertible Opportunities and Income Fund worth $22.8K as of Q2 2026.
  • Institute for Wealth Management sold 57,582 Calamos Convertible Opportunities and Income Fund shares in Q2 2026, an estimated $710K.
  • Calamos Convertible Opportunities and Income Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1087 holding.
  • Institute for Wealth Management first reported a position in Calamos Convertible Opportunities and Income Fund in Q1 2019 and has held it in 30 quarters since.
  • Institute for Wealth Management's Calamos Convertible Opportunities and Income Fund position peaked at $668K in Q3 2025.
  • 135 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.