Larson Financial Group’s Calamos Convertible and High Income Fund CHY Stock Holding History

Larson Financial Group’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	-2	Closed	-$22	–	3478
2025 Q2	$22	Buy	+2	New	+$21	﹤0.01%	3248
2024 Q4	–	Sell	-10,000	Closed	-$119K	–	2797
2024 Q3	$119K	Buy	10,000 +7,000	+233%	+$80.5K	0.01%	692
2024 Q2	$33.5K	Buy	+3,000	New	+$33.6K	﹤0.01%	904

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

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

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 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

Larson Financial Group's CHY Position: Q3 2025 in Review

Larson Financial Group sold out of Calamos Convertible and High Income Fund (CHY) in Q3 2025, closing a stake of 2 shares — an estimated $22 sold.

Larson Financial Group first reported a position in CHY in Q2 2024 and held it in 3 quarters. The position peaked at $119K in Q3 2024. 133 funds tracked by Wall St. Rank hold CHY as of Q3 2025.

Larson Financial Group reported no remaining Calamos Convertible and High Income Fund position as of Q3 2025 after selling out during the quarter.
Larson Financial Group sold 2 Calamos Convertible and High Income Fund shares in Q3 2025, an estimated $22.
Larson Financial Group first reported a position in Calamos Convertible and High Income Fund in Q2 2024 and held it in 3 quarters.
Larson Financial Group's Calamos Convertible and High Income Fund position peaked at $119K in Q3 2024.
133 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q3 2025.

Based on Larson Financial Group's 13F filing for Q3 2025, filed 14 Nov 2025.