JWA
CHI

JFS Wealth Advisors’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

JFS Wealth Advisors’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 		$1.18K Buy
+88
New +$1.08K ﹤0.01% 1763

Other funds holding CHI

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MSA
Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
GC
Grange Capital Beaverton, Oregon $108M AUM 18.7% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
ASGL
Advisory Solutions Group, LLC Plymouth, Minnesota $295M AUM
TWPM
Total Wealth Planning & Management Ponte Vedra Beach, Florida $148M AUM
LWMM
Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return

JFS Wealth Advisors's CHI Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Calamos Convertible Opportunities and Income Fund (CHI) in Q2 2026: 88 shares worth $1.18K. The stake represents ﹤0.01% of the portfolio and ranks #1763 among its holdings.

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

  • JFS Wealth Advisors held 88 shares of Calamos Convertible Opportunities and Income Fund worth $1.18K as of Q2 2026.
  • Calamos Convertible Opportunities and Income Fund was a new JFS Wealth Advisors position in Q2 2026.
  • Calamos Convertible Opportunities and Income Fund made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1763 holding.
  • 53 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.