Marathon Strategic Advisors’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Marathon Strategic Advisors’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	$3.95M	Buy	293,821 +5,494	+2%	+$67.7K	2.23%	13
2026 Q1	$3.1M	Buy	288,327 +11,401	+4%	+$128K	2.23%	13
2025 Q4	$2.9M	Buy	276,926 +9,264	+3%	+$101K	2.22%	13
2025 Q3	$2.89M	Buy	267,662 +45,644	+21%	+$478K	2.31%	12
2025 Q2	$2.34M	Buy	222,018 +16,576	+8%	+$166K	2.17%	13
2025 Q1	$1.97M	Buy	205,442 +6,784	+3%	+$73.6K	2.12%	13
2024 Q4	$2.37M	Buy	198,658 +5,532	+3%	+$65.7K	2.57%	13
2024 Q3	$2.25M	Buy	193,126 +5,377	+3%	+$61.8K	2.38%	13
2024 Q2	$2.19M	Buy	+187,749	New	+$2.12M	2.55%	12
2024 Q1	–	Sell	-181,414	Closed	-$1.88M	–	25
2023 Q4	$1.88M	Buy	+181,414	New	+$1.87M	2.55%	12

Other funds holding CHI

PFO

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

LWMM

Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 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

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

SLWA

San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

TSMHT

Thurston Springer Miller Herd & Titak Indianapolis, Indiana $275M AUM 30.64% 1-Year Est. Return

Marathon Strategic Advisors's CHI Position: Q2 2026 in Review

Marathon Strategic Advisors increased its Calamos Convertible Opportunities and Income Fund (CHI) stake by 1.9% in Q2 2026, buying an estimated $67.7K and bringing the position to 293,821 shares worth $3.95M. The position accounts for 2.23% of the portfolio, ranked #13.

Marathon Strategic Advisors first reported a position in CHI in Q4 2023 and has held it in 10 quarters since. 13 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

Marathon Strategic Advisors held 293,821 shares of Calamos Convertible Opportunities and Income Fund worth $3.95M as of Q2 2026.
Marathon Strategic Advisors bought 5,494 Calamos Convertible Opportunities and Income Fund shares in Q2 2026, an estimated $67.7K.
Calamos Convertible Opportunities and Income Fund made up 2.23% of Marathon Strategic Advisors's portfolio in Q2 2026, its #13 holding.
Marathon Strategic Advisors first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2023 and has held it in 10 quarters since.
13 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on Marathon Strategic Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.