KFA Private Wealth Group’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

KFA Private Wealth Group’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 Q3	$554K	Buy	48,498 +11,329	+30%	+$144K	0.13%	74
2026 Q2	$500K	Sell	37,169 -60,563	-62%	-$747K	0.12%	80
2026 Q1	$1.05M	Buy	97,732 +1,850	+2%	+$20.8K	0.25%	49
2025 Q4	$1M	Sell	95,882 -4,728	-5%	-$51.6K	0.24%	52
2025 Q3	$1.09M	Buy	100,610 +3,328	+3%	+$34.9K	0.31%	44
2025 Q2	$1.02M	Sell	97,282 -696	-0.7%	-$6.96K	0.32%	44
2025 Q1	$940K	Buy	97,978 +63,129	+181%	+$685K	0.33%	39
2024 Q4	$416K	Buy	+34,849	New	+$414K	0.17%	56

Other funds holding CHI

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

Marathon Strategic Advisors Pittsburgh, Pennsylvania $171M AUM 48.57% 1-Year Est. Return

Grange Capital Beaverton, Oregon $107M AUM 12.73% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Total Wealth Planning & Management Ponte Vedra Beach, Florida $135M AUM 35.11% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.51% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $519M AUM 22.41% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Sigma Planning Corp Ann Arbor, Michigan $3.88B AUM 23.38% 1-Year Est. Return

KFA Private Wealth Group's CHI Position: Q3 2026 in Review

KFA Private Wealth Group increased its Calamos Convertible Opportunities and Income Fund (CHI) stake by 30% in Q3 2026, buying an estimated $144K and bringing the position to 48,498 shares worth $554K. The position accounts for 0.13% of the portfolio, ranked #74.

KFA Private Wealth Group first reported a position in CHI in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.09M in Q3 2025. 36 funds tracked by Wall St. Rank hold CHI as of Q3 2026.

KFA Private Wealth Group held 48,498 shares of Calamos Convertible Opportunities and Income Fund worth $554K as of Q3 2026.
KFA Private Wealth Group bought 11,329 Calamos Convertible Opportunities and Income Fund shares in Q3 2026, an estimated $144K.
Calamos Convertible Opportunities and Income Fund made up 0.13% of KFA Private Wealth Group's portfolio in Q3 2026, its #74 holding.
KFA Private Wealth Group first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2024 and has held it in 8 quarters since.
KFA Private Wealth Group's Calamos Convertible Opportunities and Income Fund position peaked at $1.09M in Q3 2025.
36 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q3 2026.

Based on KFA Private Wealth Group's 13F filing for Q3 2026, filed 7 Oct 2026.