MA
CHY

MKT Advisors’s Calamos Convertible and High Income Fund CHY Stock Holding History

MKT Advisors’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 		$311K Sell
23,113
-7,929
-26% -$100K 0.1% 119
2026
Q1 		$354K Sell
31,042
-5,423
-15% -$63.3K 0.12% 105
2025
Q4 		$417K Sell
36,465
-3,731
-9% -$42.7K 0.14% 96
2025
Q3 		$451K Sell
40,196
-1,500
-4% -$16.5K 0.17% 85
2025
Q2 		$458K Sell
41,696
-1,314
-3% -$13.5K 0.18% 82
2025
Q1 		$395K Sell
43,010
-2,614
-6% -$28.9K 0.19% 80
2024
Q4 		$532K Sell
45,624
-1,906
-4% -$23.2K 0.23% 67
2024
Q3 		$570K Buy
47,530
+225
+0.5% +$2.59K 0.27% 66
2024
Q2 		$534K Buy
47,305
+274
+0.6% +$3.07K 0.27% 66
2024
Q1 		$536K Buy
47,031
+3,506
+8% +$41.3K 0.29% 67
2023
Q4 		$487K Sell
43,525
-4,500
-9% -$50.9K 0.32% 68
2023
Q3 		$529K Sell
48,025
-200
-0.4% -$2.25K 0.4% 52
2023
Q2 		$549K Sell
48,225
-11,200
-19% -$120K 0.39% 53
2023
Q1 		$630K Hold
59,425
– – 0.47% 45
2022
Q4 		$689K Sell
59,425
-3,400
-5% -$37.9K 0.52% 45
2022
Q3 		$634K Sell
62,825
-300
-0.5% -$3.66K 0.55% 41
2022
Q2 		$746K Buy
63,125
+350
+0.6% +$4.35K 0.58% 35
2022
Q1 		$760K Buy
62,775
+2,200
+4% +$31.5K 0.57% 38
2021
Q4 		$839K Buy
+60,575
New +$983K 0.66% 29

Other funds holding CHY

PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $485M AUM 45.96% 1-Year Est. Return
JWBC
J.W. Burns & Co Dewitt, New York $959M AUM 25.08% 1-Year Est. Return
LWMM
Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return
LI
LifeWealth Investments Winter Garden, Florida $374M AUM 19.48% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return

MKT Advisors's CHY Position: Q2 2026 in Review

MKT Advisors reduced its Calamos Convertible and High Income Fund (CHY) stake by 26% in Q2 2026, selling an estimated $100K and leaving 23,113 shares worth $311K. The position accounts for 0.1% of the portfolio, ranked #119.

MKT Advisors first reported a position in CHY in Q4 2021 and has held it in 19 quarters since. The position peaked at $839K in Q4 2021. 21 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

  • MKT Advisors held 23,113 shares of Calamos Convertible and High Income Fund worth $311K as of Q2 2026.
  • MKT Advisors sold 7,929 Calamos Convertible and High Income Fund shares in Q2 2026, an estimated $100K.
  • Calamos Convertible and High Income Fund made up 0.1% of MKT Advisors's portfolio in Q2 2026, its #119 holding.
  • MKT Advisors first reported a position in Calamos Convertible and High Income Fund in Q4 2021 and has held it in 19 quarters since.
  • MKT Advisors's Calamos Convertible and High Income Fund position peaked at $839K in Q4 2021.
  • 21 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

Based on MKT Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.