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

Meridian 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 Q2	$284K	Buy	20,822 +313	+2%	+$3.95K	0.01%	690
2026 Q1	$223K	Buy	20,509 +335	+2%	+$3.91K	0.01%	727
2025 Q4	$228K	Buy	20,174 +834	+4%	+$9.55K	0.01%	687
2025 Q3	$217K	Sell	19,340 -11,249	-37%	-$124K	0.01%	660
2025 Q2	$336K	Buy	30,589 +1,521	+5%	+$15.6K	0.01%	536
2025 Q1	$294K	Sell	29,068 -555	-2%	-$6.14K	0.01%	525
2024 Q4	$360K	Buy	29,623 +4,728	+19%	+$57.4K	0.02%	484
2024 Q3	$297K	Buy	24,895 +19	+0.1%	+$219	0.01%	523
2024 Q2	$278K	Buy	+24,876	New	+$279K	0.03%	245
2024 Q1	–	Sell	-22,880	Closed	-$262K	–	243
2023 Q4	$262K	Buy	22,880 +873	+4%	+$9.88K	0.02%	520
2023 Q3	$246K	Buy	22,007 +563	+3%	+$6.34K	0.02%	481
2023 Q2	$241K	Buy	21,444 +1,977	+10%	+$21.1K	0.02%	482
2023 Q1	$213K	Buy	19,467 +3,436	+21%	+$40.8K	0.02%	501
2022 Q4	$169K	Buy	16,031 +5,454	+52%	+$60.7K	0.02%	497
2022 Q3	$107K	Buy	+10,577	New	+$129K	0.01%	471
2019 Q3	–	Sell	-5,067	Closed	-$55.9K	–	242
2019 Q2	$55.9K	Buy	+5,067	New	+$55.3K	0.02%	362

Other funds holding CHY

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

PWSG

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Meridian Wealth Management's CHY Position: Q2 2026 in Review

Meridian Wealth Management increased its Calamos Convertible and High Income Fund (CHY) stake by 1.5% in Q2 2026, buying an estimated $3.95K and bringing the position to 20,822 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #690.

Meridian Wealth Management first reported a position in CHY in Q2 2019 and has held it in 16 quarters since. The position peaked at $360K in Q4 2024. 136 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

Meridian Wealth Management held 20,822 shares of Calamos Convertible and High Income Fund worth $284K as of Q2 2026.
Meridian Wealth Management bought 313 Calamos Convertible and High Income Fund shares in Q2 2026, an estimated $3.95K.
Calamos Convertible and High Income Fund made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #690 holding.
Meridian Wealth Management first reported a position in Calamos Convertible and High Income Fund in Q2 2019 and has held it in 16 quarters since.
Meridian Wealth Management's Calamos Convertible and High Income Fund position peaked at $360K in Q4 2024.
136 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.