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

Melfa 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
2026 Q2	$159K	Hold	11,819	–	–	0.09%	177
2026 Q1	$127K	Hold	11,819	–	–	0.07%	183
2025 Q4	$124K	Hold	11,819	–	–	0.07%	192
2025 Q3	$128K	Hold	11,819	–	–	0.07%	188
2025 Q2	$124K	Hold	11,819	–	–	0.08%	192
2025 Q1	$113K	Sell	11,819 -2,088	-15%	-$22.7K	0.08%	191
2024 Q4	$166K	Sell	13,907 -86	-0.6%	-$1.02K	0.11%	176
2024 Q3	$163K	Hold	13,993	–	–	0.11%	180
2024 Q2	$163K	Hold	13,993	–	–	0.11%	174
2024 Q1	$159K	Buy	13,993 +70	+0.5%	+$762	0.11%	168
2023 Q4	$144K	Buy	13,923 +73	+0.5%	+$752	0.14%	124
2023 Q3	$146K	Buy	13,850 +67	+0.5%	+$730	0.16%	115
2023 Q2	$154K	Buy	13,783 +66	+0.5%	+$699	0.16%	117
2023 Q1	$144K	Buy	13,717 +60	+0.4%	+$692	0.14%	119
2022 Q4	$144K	Buy	+13,657	New	+$147K	0.15%	116

Other funds holding CHI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Melfa Wealth Management's CHI Position: Q2 2026 in Review

Melfa Wealth Management held its Calamos Convertible Opportunities and Income Fund (CHI) position steady in Q2 2026 at 11,819 shares worth $159K. The position accounts for 0.09% of the portfolio, ranked #177.

Melfa Wealth Management first reported a position in CHI in Q4 2022 and has held it in 15 quarters since. The position peaked at $166K in Q4 2024. 135 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

Melfa Wealth Management held 11,819 shares of Calamos Convertible Opportunities and Income Fund worth $159K as of Q2 2026.
Melfa Wealth Management left its Calamos Convertible Opportunities and Income Fund share count unchanged in Q2 2026.
Calamos Convertible Opportunities and Income Fund made up 0.09% of Melfa Wealth Management's portfolio in Q2 2026, its #177 holding.
Melfa Wealth Management first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2022 and has held it in 15 quarters since.
Melfa Wealth Management's Calamos Convertible Opportunities and Income Fund position peaked at $166K in Q4 2024.
135 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on Melfa Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.