JIP
CHI

Jaffetilchin Investment Partners’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Jaffetilchin Investment Partners’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
Q1 		– Sell
-31,029
Closed -$325K – 471
2025
Q4 		$325K Buy
31,029
+9,504
+44% +$104K 0.02% 346
2025
Q3 		$232K Buy
+21,525
New +$225K 0.01% 401

Other funds holding CHI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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 $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Jaffetilchin Investment Partners's CHI Position: Q1 2026 in Review

Jaffetilchin Investment Partners sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q1 2026, closing a stake of 31,029 shares — an estimated $325K sold.

Jaffetilchin Investment Partners first reported a position in CHI in Q3 2025 and held it in 2 quarters. The position peaked at $325K in Q4 2025. 133 funds tracked by Wall St. Rank hold CHI as of Q1 2026.

  • Jaffetilchin Investment Partners reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q1 2026 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 31,029 Calamos Convertible Opportunities and Income Fund shares in Q1 2026, an estimated $325K.
  • Jaffetilchin Investment Partners first reported a position in Calamos Convertible Opportunities and Income Fund in Q3 2025 and held it in 2 quarters.
  • Jaffetilchin Investment Partners's Calamos Convertible Opportunities and Income Fund position peaked at $325K in Q4 2025.
  • 133 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.