MWM
CHI

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

Mascoma 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
Q3 		– Sell
-3,075
Closed -$32.3K – 461
2025
Q2 		$32.3K Hold
3,075
– – 0.01% 225
2025
Q1 		$29.5K Buy
+3,075
New +$33.4K 0.01% 234

Other funds holding CHI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Mascoma Wealth Management's CHI Position: Q3 2025 in Review

Mascoma Wealth Management sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q3 2025, closing a stake of 3,075 shares — an estimated $32.3K sold.

Mascoma Wealth Management first reported a position in CHI in Q1 2025 and held it in 2 quarters. The position peaked at $32.3K in Q2 2025. 130 funds tracked by Wall St. Rank hold CHI as of Q3 2025.

  • Mascoma Wealth Management reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q3 2025 after selling out during the quarter.
  • Mascoma Wealth Management sold 3,075 Calamos Convertible Opportunities and Income Fund shares in Q3 2025, an estimated $32.3K.
  • Mascoma Wealth Management first reported a position in Calamos Convertible Opportunities and Income Fund in Q1 2025 and held it in 2 quarters.
  • Mascoma Wealth Management's Calamos Convertible Opportunities and Income Fund position peaked at $32.3K in Q2 2025.
  • 130 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q3 2025.

Based on Mascoma Wealth Management's 13F filing for Q3 2025, filed 28 Oct 2025.