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

Mission 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
2025 Q1	–	Sell	-14,135	Closed	-$169K	–	678
2024 Q4	$169K	Sell	14,135 -4,150	-23%	-$49.3K	﹤0.01%	633
2024 Q3	$213K	Sell	18,285 -7,100	-28%	-$81.6K	0.01%	627
2024 Q2	$295K	Sell	25,385 -140	-0.5%	-$1.58K	0.01%	534
2024 Q1	$290K	Sell	25,525 -650	-2%	-$7.08K	0.01%	567
2023 Q4	$271K	Sell	26,175 -4,600	-15%	-$47.4K	0.01%	487
2023 Q3	$324K	Sell	30,775 -1,000	-3%	-$10.9K	0.01%	434
2023 Q2	$356K	Sell	31,775 -145	-0.5%	-$1.54K	0.01%	417
2023 Q1	$336K	Buy	+31,920	New	+$368K	0.01%	421

Other funds holding CHI

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Mission Wealth Management's CHI Position: Q1 2025 in Review

Mission Wealth Management sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q1 2025, closing a stake of 14,135 shares — an estimated $169K sold.

Mission Wealth Management first reported a position in CHI in Q1 2023 and held it in 8 quarters. The position peaked at $356K in Q2 2023. 120 funds tracked by Wall St. Rank hold CHI as of Q1 2025.

Mission Wealth Management reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q1 2025 after selling out during the quarter.
Mission Wealth Management sold 14,135 Calamos Convertible Opportunities and Income Fund shares in Q1 2025, an estimated $169K.
Mission Wealth Management first reported a position in Calamos Convertible Opportunities and Income Fund in Q1 2023 and held it in 8 quarters.
Mission Wealth Management's Calamos Convertible Opportunities and Income Fund position peaked at $356K in Q2 2023.
120 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2025.

Based on Mission Wealth Management's 13F filing for Q1 2025, filed 17 Apr 2025.