MTI
CHY

Merrithew & Thorsten Inc’s Calamos Convertible and High Income Fund CHY Stock Holding History

Merrithew & Thorsten Inc’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 		$302K Buy
22,232
+1
+0% +$13 0.26% 25
2026
Q1 		$242K Hold
22,231
– – 0.23% 26
2025
Q4 		$251K Buy
+22,231
New +$255K 0.27% 23

Other funds holding CHY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Merrithew & Thorsten Inc's CHY Position: Q2 2026 in Review

Merrithew & Thorsten Inc increased its Calamos Convertible and High Income Fund (CHY) stake by 0% in Q2 2026, buying an estimated $13 and bringing the position to 22,232 shares worth $302K. The position accounts for 0.26% of the portfolio, ranked #25.

Merrithew & Thorsten Inc first reported a position in CHY in Q4 2025 and has held it in 3 quarters since. 136 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

  • Merrithew & Thorsten Inc held 22,232 shares of Calamos Convertible and High Income Fund worth $302K as of Q2 2026.
  • Merrithew & Thorsten Inc bought 1 Calamos Convertible and High Income Fund share in Q2 2026, an estimated $13.
  • Calamos Convertible and High Income Fund made up 0.26% of Merrithew & Thorsten Inc's portfolio in Q2 2026, its #25 holding.
  • Merrithew & Thorsten Inc first reported a position in Calamos Convertible and High Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 136 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

Based on Merrithew & Thorsten Inc's 13F filing for Q2 2026, filed 31 Jul 2026.