Koshinski Asset Management
CHY

Koshinski Asset Management’s Calamos Convertible and High Income Fund CHY Stock Holding History

Koshinski Asset Management’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
2025
Q3 		– Sell
-10,825
Closed -$119K – 723
2025
Q2 		$119K Buy
+10,825
New +$111K 0.01% 677
2023
Q2 		– Sell
-11,320
Closed -$124K – 611
2023
Q1 		$124K Hold
11,320
– – 0.01% 536
2022
Q4 		$119K Buy
11,320
+202
+2% +$2.25K 0.01% 586
2022
Q3 		$112K Buy
11,118
+268
+2% +$3.27K 0.01% 532
2022
Q2 		$121K Hold
10,850
– – 0.01% 575
2022
Q1 		$153K Buy
10,850
+69
+0.6% +$988 0.01% 684
2021
Q4 		$174K Buy
10,781
+197
+2% +$3.2K 0.01% 662
2021
Q3 		$165K Buy
+10,584
New +$171K 0.01% 671
2021
Q2 		– Sell
-10,191
Closed -$152K – 562
2021
Q1 		$152K Buy
10,191
+191
+2% +$2.85K 0.02% 575
2020
Q4 		$143K Hold
10,000
– – 0.02% 525
2020
Q3 		$126 Buy
+10,000
New +$119K 0.02% 491
2019
Q1 		– Sell
-12,012
Closed -$113K – 402
2018
Q4 		$113K Sell
12,012
-31,830
-73% -$339K 0.03% 390
2018
Q3 		$582K Buy
43,842
+19,521
+80% +$255K 0.08% 295
2018
Q2 		$310K Hold
24,321
– – 0.09% 283
2018
Q1 		$285K Hold
24,321
– – 0.09% 292
2017
Q4 		$288K Buy
24,321
+6,006
+33% +$71.3K 0.07% 346
2017
Q3 		$218K Sell
18,315
-4,550
-20% -$53.8K 0.07% 342
2017
Q2 		$271K Sell
22,865
-16,785
-42% -$195K 0.1% 291
2017
Q1 		$452K Buy
+39,650
New +$442K 0.18% 174
2016
Q4 		– Sell
-21,225
Closed -$234K – 287
2016
Q3 		$234K Buy
21,225
+1,100
+5% +$12.3K 0.12% 249
2016
Q2 		$214K Buy
+20,125
New +$208K 0.12% 239

Other funds holding CHY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Koshinski Asset Management's CHY Position: Q3 2025 in Review

Koshinski Asset Management sold out of Calamos Convertible and High Income Fund (CHY) in Q3 2025, closing a stake of 10,825 shares — an estimated $119K sold.

Koshinski Asset Management first reported a position in CHY in Q2 2016 and held it in 21 quarters. The position peaked at $582K in Q3 2018. 133 funds tracked by Wall St. Rank hold CHY as of Q3 2025.

  • Koshinski Asset Management reported no remaining Calamos Convertible and High Income Fund position as of Q3 2025 after selling out during the quarter.
  • Koshinski Asset Management sold 10,825 Calamos Convertible and High Income Fund shares in Q3 2025, an estimated $119K.
  • Koshinski Asset Management first reported a position in Calamos Convertible and High Income Fund in Q2 2016 and held it in 21 quarters.
  • Koshinski Asset Management's Calamos Convertible and High Income Fund position peaked at $582K in Q3 2018.
  • 133 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q3 2025.

Based on Koshinski Asset Management's 13F filing for Q3 2025, filed 10 Nov 2025.