IFWM
CHY

Institute for Wealth Management’s Calamos Convertible and High Income Fund CHY Stock Holding History

Institute for Wealth Management’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 		$45K Buy
+3,305
New +$41.7K ﹤0.01% 897
2018
Q1 		– Sell
-16,912
Closed -$200K – 274
2017
Q4 		$200K Buy
+16,912
New +$201K 0.05% 360
2017
Q3 		– Sell
-13,061
Closed -$154K – 268
2017
Q2 		$154K Buy
+13,061
New +$152K 0.04% 388

Other funds holding CHY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Institute for Wealth Management opened a new position in Calamos Convertible and High Income Fund (CHY) in Q2 2026: 3,305 shares worth $45K. The stake represents ﹤0.01% of the portfolio and ranks #897 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in CHY as recently as Q4 2017.

Institute for Wealth Management first reported a position in CHY in Q2 2017 and has held it in 3 quarters since. The position peaked at $200K in Q4 2017. 135 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

  • Institute for Wealth Management held 3,305 shares of Calamos Convertible and High Income Fund worth $45K as of Q2 2026.
  • Calamos Convertible and High Income Fund was a new Institute for Wealth Management position in Q2 2026.
  • Calamos Convertible and High Income Fund made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #897 holding.
  • Institute for Wealth Management first reported a position in Calamos Convertible and High Income Fund in Q2 2017 and has held it in 3 quarters since.
  • Institute for Wealth Management's Calamos Convertible and High Income Fund position peaked at $200K in Q4 2017.
  • 135 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

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