MKT Advisors
CHY icon

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
Q3 		$234K Sell
19,688
-3,425
-15% -$44.1K 0.08% 135
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Pacific Wealth Strategies Group
Pacific Wealth Strategies Group Santa Barbara, California $185M AUM 15.03% 1-Year Est. Return
Greatmark Investment Partners
Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return
Dumont & Blake Investment Advisors
Dumont & Blake Investment Advisors Princeton, New Jersey $398M AUM 22.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Cornerstone Advisory
Cornerstone Advisory Hunt Valley, Maryland $1.29B AUM 13.16% 1-Year Est. Return

MKT Advisors's CHY Position: Q3 2026 in Review

MKT Advisors reduced its Calamos Convertible and High Income Fund (CHY) stake by 15% in Q3 2026, selling an estimated $44.1K and leaving 19,688 shares worth $234K. The position accounts for 0.08% of the portfolio, ranked #135.

MKT Advisors first reported a position in CHY in Q4 2021 and has held it in 20 quarters since. The position peaked at $839K in Q4 2021. 71 funds tracked by Wall St. Rank hold CHY as of Q3 2026.

  • MKT Advisors held 19,688 shares of Calamos Convertible and High Income Fund worth $234K as of Q3 2026.
  • MKT Advisors sold 3,425 Calamos Convertible and High Income Fund shares in Q3 2026, an estimated $44.1K.
  • Calamos Convertible and High Income Fund made up 0.08% of MKT Advisors's portfolio in Q3 2026, its #135 holding.
  • MKT Advisors first reported a position in Calamos Convertible and High Income Fund in Q4 2021 and has held it in 20 quarters since.
  • MKT Advisors's Calamos Convertible and High Income Fund position peaked at $839K in Q4 2021.
  • 71 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q3 2026.

Based on MKT Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.