LWMM
CHY

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

Legacy Wealth Management (Mississippi)’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
Q2 		$698K Buy
51,261
+168
+0.3% +$2.12K 0.18% 66
2026
Q1 		$556K Buy
51,093
+177
+0.3% +$2.07K 0.16% 69
2025
Q4 		$576K Buy
50,916
+182
+0.4% +$2.08K 0.15% 64
2025
Q3 		$569K Buy
50,734
+28,194
+125% +$310K 0.17% 62
2025
Q2 		$248K Buy
22,540
+9,175
+69% +$94.3K 0.08% 82
2025
Q1 		$135K Sell
13,365
-32,886
-71% -$364K 0.04% 95
2024
Q4 		$561K Buy
46,251
+45
+0.1% +$547 0.22% 63
2024
Q3 		$551K Buy
+46,206
New +$532K 0.2% 68

Other funds holding CHY

PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
JWBC
J.W. Burns & Co Dewitt, New York $959M AUM 25.08% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return

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

Legacy Wealth Management (Mississippi) increased its Calamos Convertible and High Income Fund (CHY) stake by 0.33% in Q2 2026, buying an estimated $2.12K and bringing the position to 51,261 shares worth $698K. The position accounts for 0.18% of the portfolio, ranked #66.

Legacy Wealth Management (Mississippi) first reported a position in CHY in Q3 2024 and has held it in 8 quarters since. 21 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

  • Legacy Wealth Management (Mississippi) held 51,261 shares of Calamos Convertible and High Income Fund worth $698K as of Q2 2026.
  • Legacy Wealth Management (Mississippi) bought 168 Calamos Convertible and High Income Fund shares in Q2 2026, an estimated $2.12K.
  • Calamos Convertible and High Income Fund made up 0.18% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #66 holding.
  • Legacy Wealth Management (Mississippi) first reported a position in Calamos Convertible and High Income Fund in Q3 2024 and has held it in 8 quarters since.
  • 21 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

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