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 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

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

KFA Private Wealth Group's CHI Position: Q2 2026 in Review

KFA Private Wealth Group reduced its Calamos Convertible Opportunities and Income Fund (CHI) stake by 62% in Q2 2026, selling an estimated $747K and leaving 37,169 shares worth $500K. The position accounts for 0.12% of the portfolio, ranked #80.

KFA Private Wealth Group first reported a position in CHI in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.09M in Q3 2025. 135 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

KFA Private Wealth Group held 37,169 shares of Calamos Convertible Opportunities and Income Fund worth $500K as of Q2 2026.
KFA Private Wealth Group sold 60,563 Calamos Convertible Opportunities and Income Fund shares in Q2 2026, an estimated $747K.
Calamos Convertible Opportunities and Income Fund made up 0.12% of KFA Private Wealth Group's portfolio in Q2 2026, its #80 holding.
KFA Private Wealth Group first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2024 and has held it in 7 quarters since.
KFA Private Wealth Group's Calamos Convertible Opportunities and Income Fund position peaked at $1.09M in Q3 2025.
135 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on KFA Private Wealth Group's 13F filing for Q2 2026, filed 28 Jul 2026.