Key Financial Inc’s Calamos Convertible and High Income Fund CHY Stock Holding History

Key Financial Inc’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 Q1	–	Sell	-50	Closed	-$566	–	1405
2025 Q4	$566	Hold	50	–	–	﹤0.01%	1317
2025 Q3	$560	Hold	50	–	–	﹤0.01%	1325
2025 Q2	$550	Hold	50	–	–	﹤0.01%	1316
2025 Q1	$505	Hold	50	–	–	﹤0.01%	1286
2024 Q4	$607	Hold	50	–	–	﹤0.01%	1269
2024 Q3	$596	Hold	50	–	–	﹤0.01%	1242
2024 Q2	$558	Hold	50	–	–	﹤0.01%	1237
2024 Q1	$590	Hold	50	–	–	﹤0.01%	1213
2023 Q4	$574	Hold	50	–	–	﹤0.01%	1220
2023 Q3	$558	Hold	50	–	–	﹤0.01%	1243
2023 Q2	$562	Hold	50	–	–	﹤0.01%	1288
2023 Q1	$546	Hold	50	–	–	﹤0.01%	1083
2022 Q4	$505	Hold	50	–	–	﹤0.01%	1096
2022 Q3	$1K	Hold	50	–	–	﹤0.01%	1009
2022 Q2	$1K	Hold	50	–	–	﹤0.01%	994
2022 Q1	$1K	Hold	50	–	–	﹤0.01%	986
2021 Q4	$1K	Hold	50	–	–	﹤0.01%	872
2021 Q3	$1K	Hold	50	–	–	﹤0.01%	850
2021 Q2	$1K	Hold	50	–	–	﹤0.01%	807
2021 Q1	$1K	Buy	+50	New	+$747	﹤0.01%	716

Other funds holding CHY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Key Financial Inc's CHY Position: Q1 2026 in Review

Key Financial Inc sold out of Calamos Convertible and High Income Fund (CHY) in Q1 2026, closing a stake of 50 shares — an estimated $566 sold.

Key Financial Inc first reported a position in CHY in Q1 2021 and held it in 20 quarters. The position peaked at $1K in Q3 2022. 132 funds tracked by Wall St. Rank hold CHY as of Q1 2026.

Key Financial Inc reported no remaining Calamos Convertible and High Income Fund position as of Q1 2026 after selling out during the quarter.
Key Financial Inc sold 50 Calamos Convertible and High Income Fund shares in Q1 2026, an estimated $566.
Key Financial Inc first reported a position in Calamos Convertible and High Income Fund in Q1 2021 and held it in 20 quarters.
Key Financial Inc's Calamos Convertible and High Income Fund position peaked at $1K in Q3 2022.
132 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.