Key Financial Inc’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Key Financial Inc’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	–	Sell	-89	Closed	-$956	–	1366
2026 Q1	$956	Hold	89	–	–	﹤0.01%	1256
2025 Q4	$933	Hold	89	–	–	﹤0.01%	1267
2025 Q3	$960	Hold	89	–	–	﹤0.01%	1273
2025 Q2	$936	Hold	89	–	–	﹤0.01%	1277
2025 Q1	$854	Hold	89	–	–	﹤0.01%	1243
2024 Q4	$1.06K	Hold	89	–	–	﹤0.01%	1222
2024 Q3	$1.04K	Hold	89	–	–	﹤0.01%	1194
2024 Q2	$1.04K	Hold	89	–	–	﹤0.01%	1179
2024 Q1	$1.01K	Hold	89	–	–	﹤0.01%	1184
2023 Q4	$922	Hold	89	–	–	﹤0.01%	1190
2023 Q3	$938	Hold	89	–	–	﹤0.01%	1203
2023 Q2	$997	Hold	89	–	–	﹤0.01%	1243
2023 Q1	$936	Hold	89	–	–	﹤0.01%	1046
2022 Q4	$860	Hold	89	–	–	﹤0.01%	1051
2022 Q3	$1K	Hold	89	–	–	﹤0.01%	1008
2022 Q2	$1K	Hold	89	–	–	﹤0.01%	993
2022 Q1	$1K	Hold	89	–	–	﹤0.01%	985
2021 Q4	$1K	Hold	89	–	–	﹤0.01%	871
2021 Q3	$1K	Hold	89	–	–	﹤0.01%	849
2021 Q2	$1K	Hold	89	–	–	﹤0.01%	806
2021 Q1	$1K	Hold	89	–	–	﹤0.01%	715
2020 Q4	$1K	Buy	+89	New	+$1.1K	﹤0.01%	665
2020 Q2	–	Sell	-89	Closed	-$1K	–	182
2020 Q1	$1K	Buy	+89	New	+$912	﹤0.01%	630

Other funds holding CHI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Key Financial Inc's CHI Position: Q2 2026 in Review

Key Financial Inc sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q2 2026, closing a stake of 89 shares — an estimated $956 sold.

Key Financial Inc first reported a position in CHI in Q1 2020 and held it in 23 quarters. The position peaked at $1.06K in Q4 2024. 134 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

Key Financial Inc reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q2 2026 after selling out during the quarter.
Key Financial Inc sold 89 Calamos Convertible Opportunities and Income Fund shares in Q2 2026, an estimated $956.
Key Financial Inc first reported a position in Calamos Convertible Opportunities and Income Fund in Q1 2020 and held it in 23 quarters.
Key Financial Inc's Calamos Convertible Opportunities and Income Fund position peaked at $1.06K in Q4 2024.
134 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.