IWC
CHI

Integrated Wealth Concepts’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Integrated Wealth Concepts’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 		$62.3K Buy
+4,637
New +$57.2K ﹤0.01% 3190

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

Integrated Wealth Concepts's CHI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Calamos Convertible Opportunities and Income Fund (CHI) in Q2 2026: 4,637 shares worth $62.3K. The stake represents ﹤0.01% of the portfolio and ranks #3190 among its holdings.

135 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

  • Integrated Wealth Concepts held 4,637 shares of Calamos Convertible Opportunities and Income Fund worth $62.3K as of Q2 2026.
  • Calamos Convertible Opportunities and Income Fund was a new Integrated Wealth Concepts position in Q2 2026.
  • Calamos Convertible Opportunities and Income Fund made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3190 holding.
  • 135 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.