Legacy Wealth Management (Mississippi)’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Legacy Wealth Management (Mississippi)’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	$741K	Buy	55,109 +171	+0.3%	+$2.11K	0.19%	64
2026 Q1	$590K	Buy	54,938 +185	+0.3%	+$2.08K	0.17%	64
2025 Q4	$574K	Buy	54,753 +190	+0.3%	+$2.07K	0.15%	65
2025 Q3	$589K	Buy	54,563 +31,686	+139%	+$332K	0.18%	61
2025 Q2	$241K	Buy	22,877 +9,575	+72%	+$95.7K	0.07%	84
2025 Q1	$128K	Sell	13,302 -36,109	-73%	-$392K	0.04%	96
2024 Q4	$590K	Buy	+49,411	New	+$586K	0.23%	62

Other funds holding CHI

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

MSA

Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWM

Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return

EGA

E&G Advisors Houston, Texas $518M AUM 33.05% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.61B AUM 23.21% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s CHI Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) increased its Calamos Convertible Opportunities and Income Fund (CHI) stake by 0.31% in Q2 2026, buying an estimated $2.11K and bringing the position to 55,109 shares worth $741K. The position accounts for 0.19% of the portfolio, ranked #64.

Legacy Wealth Management (Mississippi) first reported a position in CHI in Q4 2024 and has held it in 7 quarters since. 34 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

Legacy Wealth Management (Mississippi) held 55,109 shares of Calamos Convertible Opportunities and Income Fund worth $741K as of Q2 2026.
Legacy Wealth Management (Mississippi) bought 171 Calamos Convertible Opportunities and Income Fund shares in Q2 2026, an estimated $2.11K.
Calamos Convertible Opportunities and Income Fund made up 0.19% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #64 holding.
Legacy Wealth Management (Mississippi) first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2024 and has held it in 7 quarters since.
34 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.