MSWA
CHY

Marshall & Sterling Wealth Advisors’s Calamos Convertible and High Income Fund CHY Stock Holding History

Marshall & Sterling Wealth Advisors’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
2025
Q1 		– Sell
-333
Closed -$4.04K – 641
2024
Q4 		$4.04K Buy
+333
New +$4.04K ﹤0.01% 273

Other funds holding CHY

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
JWBC
J.W. Burns & Co Dewitt, New York $959M AUM 25.08% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's CHY Position: Q1 2025 in Review

Marshall & Sterling Wealth Advisors sold out of Calamos Convertible and High Income Fund (CHY) in Q1 2025, closing a stake of 333 shares — an estimated $4.04K sold.

Marshall & Sterling Wealth Advisors first reported a position in CHY in Q4 2024 and held it in 1 quarter. The position peaked at $4.04K in Q4 2024. 135 funds tracked by Wall St. Rank hold CHY as of Q1 2025.

  • Marshall & Sterling Wealth Advisors reported no remaining Calamos Convertible and High Income Fund position as of Q1 2025 after selling out during the quarter.
  • Marshall & Sterling Wealth Advisors sold 333 Calamos Convertible and High Income Fund shares in Q1 2025, an estimated $4.04K.
  • Marshall & Sterling Wealth Advisors first reported a position in Calamos Convertible and High Income Fund in Q4 2024 and held it in 1 quarter.
  • Marshall & Sterling Wealth Advisors's Calamos Convertible and High Income Fund position peaked at $4.04K in Q4 2024.
  • 135 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q1 2025.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.