Melfa Wealth Management’s Calamos Convertible and High Income Fund CHY Stock Holding History

Melfa Wealth Management’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
2026 Q1	$186K	Hold	17,103	–	–	0.11%	167
2025 Q4	$193K	Hold	17,103	–	–	0.11%	172
2025 Q3	$192K	Hold	17,103	–	–	0.11%	172
2025 Q2	$188K	Hold	17,103	–	–	0.12%	169
2025 Q1	$173K	Hold	17,103	–	–	0.12%	174
2024 Q4	$208K	Hold	17,103	–	–	0.14%	161
2024 Q3	$204K	Sell	17,103 -730	-4%	-$8.4K	0.13%	167
2024 Q2	$199K	Hold	17,833	–	–	0.14%	157
2024 Q1	$211K	Hold	17,833	–	–	0.15%	149
2023 Q4	$205K	Hold	17,833	–	–	0.19%	107
2023 Q3	$199K	Hold	17,833	–	–	0.22%	103
2023 Q2	$200K	Hold	17,833	–	–	0.2%	109
2023 Q1	$195K	Buy	17,833 +112	+0.6%	+$1.33K	0.19%	112
2022 Q4	$187K	Buy	+17,721	New	+$197K	0.2%	108

Other funds holding CHY

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Melfa Wealth Management's CHY Position: Q1 2026 in Review

Melfa Wealth Management held its Calamos Convertible and High Income Fund (CHY) position steady in Q1 2026 at 17,103 shares worth $186K. The position accounts for 0.11% of the portfolio, ranked #167.

Melfa Wealth Management first reported a position in CHY in Q4 2022 and has held it in 14 quarters since. The position peaked at $211K in Q1 2024. 132 funds tracked by Wall St. Rank hold CHY as of Q1 2026.

Melfa Wealth Management held 17,103 shares of Calamos Convertible and High Income Fund worth $186K as of Q1 2026.
Melfa Wealth Management left its Calamos Convertible and High Income Fund share count unchanged in Q1 2026.
Calamos Convertible and High Income Fund made up 0.11% of Melfa Wealth Management's portfolio in Q1 2026, its #167 holding.
Melfa Wealth Management first reported a position in Calamos Convertible and High Income Fund in Q4 2022 and has held it in 14 quarters since.
Melfa Wealth Management's Calamos Convertible and High Income Fund position peaked at $211K in Q1 2024.
132 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q1 2026.

Based on Melfa Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.