Marks Group Wealth Management’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Marks Group Wealth Management’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
2025 Q1	–	Sell	-146,444	Closed	-$1.75M	–	302
2024 Q4	$1.75M	Hold	146,444	–	–	0.17%	126
2024 Q3	$1.7M	Buy	146,444 +670	+0.5%	+$7.7K	0.16%	136
2024 Q2	$1.7M	Buy	145,774 +51,876	+55%	+$584K	0.18%	135
2024 Q1	$1.07M	Hold	93,898	–	–	0.11%	165
2023 Q4	$973K	Hold	93,898	–	–	0.11%	168
2023 Q3	$990K	Hold	93,898	–	–	0.12%	162
2023 Q2	$1.05M	Hold	93,898	–	–	0.13%	159
2023 Q1	$988K	Buy	93,898 +2,764	+3%	+$31.9K	0.13%	162
2022 Q4	$958K	Buy	+91,134	New	+$984K	0.13%	161
2020 Q4	–	Sell	-155,884	Closed	-$1.72M	–	256
2020 Q3	$1.72M	Sell	155,884 -98,345	-39%	-$1.1M	0.31%	106
2020 Q2	$2.71M	Hold	254,229	–	–	0.55%	82
2020 Q1	$2.12M	Hold	254,229	–	–	0.55%	83
2019 Q4	$2.8M	Buy	+254,229	New	+$2.74M	0.55%	88

Other funds holding CHI

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Marks Group Wealth Management's CHI Position: Q1 2025 in Review

Marks Group Wealth Management sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q1 2025, closing a stake of 146,444 shares — an estimated $1.75M sold.

Marks Group Wealth Management first reported a position in CHI in Q4 2019 and held it in 13 quarters. The position peaked at $2.8M in Q4 2019. 120 funds tracked by Wall St. Rank hold CHI as of Q1 2025.

Marks Group Wealth Management reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q1 2025 after selling out during the quarter.
Marks Group Wealth Management sold 146,444 Calamos Convertible Opportunities and Income Fund shares in Q1 2025, an estimated $1.75M.
Marks Group Wealth Management first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2019 and held it in 13 quarters.
Marks Group Wealth Management's Calamos Convertible Opportunities and Income Fund position peaked at $2.8M in Q4 2019.
120 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2025.

Based on Marks Group Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.