ME
CHI

McIlrath & Eck’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

McIlrath & Eck’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
Q1 		$8.71K Hold
811
– – ﹤0.01% 1091
2025
Q4 		$8.5K Hold
811
– – ﹤0.01% 682
2025
Q3 		$8.75K Hold
811
– – ﹤0.01% 652
2025
Q2 		$8.53K Hold
811
– – ﹤0.01% 616
2025
Q1 		$7.78K Hold
811
– – ﹤0.01% 643
2024
Q4 		$9.68K Hold
811
– – ﹤0.01% 624
2024
Q3 		$9.44K Hold
811
– – ﹤0.01% 637
2024
Q2 		$9.44K Buy
+811
New +$9.14K ﹤0.01% 614

Other funds holding CHI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

McIlrath & Eck's CHI Position: Q1 2026 in Review

McIlrath & Eck held its Calamos Convertible Opportunities and Income Fund (CHI) position steady in Q1 2026 at 811 shares worth $8.71K. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

McIlrath & Eck first reported a position in CHI in Q2 2024 and has held it in 8 quarters since. The position peaked at $9.68K in Q4 2024. 133 funds tracked by Wall St. Rank hold CHI as of Q1 2026.

  • McIlrath & Eck held 811 shares of Calamos Convertible Opportunities and Income Fund worth $8.71K as of Q1 2026.
  • McIlrath & Eck left its Calamos Convertible Opportunities and Income Fund share count unchanged in Q1 2026.
  • Calamos Convertible Opportunities and Income Fund made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #1091 holding.
  • McIlrath & Eck first reported a position in Calamos Convertible Opportunities and Income Fund in Q2 2024 and has held it in 8 quarters since.
  • McIlrath & Eck's Calamos Convertible Opportunities and Income Fund position peaked at $9.68K in Q4 2024.
  • 133 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.