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

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

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

PWSG

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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. 135 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.
135 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.