Koss-Olinger Consulting’s Calamos Convertible and High Income Fund CHY Stock Holding History

Koss-Olinger Consulting’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	-10,000	Closed	-$113K	–	269
2025 Q4	$113K	Hold	10,000	–	–	0.01%	266
2025 Q3	$110K	Hold	10,000	–	–	0.01%	304
2025 Q2	$110K	Hold	10,000	–	–	0.01%	307
2025 Q1	$101K	Buy	+10,000	New	+$111K	0.01%	302

Other funds holding CHY

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

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

PWSG

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

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Koss-Olinger Consulting's CHY Position: Q1 2026 in Review

Koss-Olinger Consulting sold out of Calamos Convertible and High Income Fund (CHY) in Q1 2026, closing a stake of 10,000 shares — an estimated $113K sold.

Koss-Olinger Consulting first reported a position in CHY in Q1 2025 and held it in 4 quarters. The position peaked at $113K in Q4 2025. 132 funds tracked by Wall St. Rank hold CHY as of Q1 2026.

Koss-Olinger Consulting reported no remaining Calamos Convertible and High Income Fund position as of Q1 2026 after selling out during the quarter.
Koss-Olinger Consulting sold 10,000 Calamos Convertible and High Income Fund shares in Q1 2026, an estimated $113K.
Koss-Olinger Consulting first reported a position in Calamos Convertible and High Income Fund in Q1 2025 and held it in 4 quarters.
Koss-Olinger Consulting's Calamos Convertible and High Income Fund position peaked at $113K in Q4 2025.
132 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q1 2026.

Based on Koss-Olinger Consulting's 13F filing for Q1 2026, filed 7 May 2026.