MML Investors Services
CHI

MML Investors Services’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

MML Investors Services’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
2026
Q2 		$291K Buy
21,654
+197
+0.9% +$2.43K ﹤0.01% 2845
2026
Q1 		$230K Sell
21,457
-1,122
-5% -$12.6K ﹤0.01% 2739
2025
Q4 		$237K Buy
22,579
+360
+2% +$3.93K ﹤0.01% 2781
2025
Q3 		$240K Buy
22,219
+4,239
+24% +$44.4K ﹤0.01% 2665
2025
Q2 		$189K Buy
17,980
+2,895
+19% +$28.9K ﹤0.01% 2688
2025
Q1 		$145K Sell
15,085
-755
-5% -$8.19K ﹤0.01% 2596
2024
Q4 		$189K Buy
15,840
+1,987
+14% +$23.6K ﹤0.01% 2535
2024
Q3 		$161K Buy
13,853
+2,205
+19% +$25.3K ﹤0.01% 2477
2024
Q2 		$136K Buy
11,648
+303
+3% +$3.41K ﹤0.01% 2396
2024
Q1 		$129K Buy
11,345
+304
+3% +$3.31K ﹤0.01% 2402
2023
Q4 		$114K Buy
11,041
+151
+1% +$1.55K ﹤0.01% 2377
2023
Q3 		$115K Sell
10,890
-1,096
-9% -$11.9K ﹤0.01% 2232
2023
Q2 		$134K Sell
11,986
-169
-1% -$1.79K ﹤0.01% 2225
2023
Q1 		$128K Sell
12,155
-1,131
-9% -$13K ﹤0.01% 1953
2022
Q4 		$140K Buy
13,286
+1,990
+18% +$21.5K ﹤0.01% 2070
2022
Q3 		$109K Sell
11,296
-6,657
-37% -$77.6K ﹤0.01% 2012
2022
Q2 		$192K Sell
17,953
-527
-3% -$6.25K ﹤0.01% 1922
2022
Q1 		$244K Buy
18,480
+2,643
+17% +$35.6K ﹤0.01% 1843
2021
Q4 		$239K Buy
15,837
+2,294
+17% +$35.6K ﹤0.01% 1821
2021
Q3 		$203K Buy
13,543
+551
+4% +$8.46K ﹤0.01% 1859
2021
Q2 		$197K Buy
+12,992
New +$194K ﹤0.01% 1828
2019
Q3 		– Sell
-15,924
Closed -$167K – 1488
2019
Q2 		$167K Sell
15,924
-18,652
-54% -$194K ﹤0.01% 1532
2019
Q1 		$351K Sell
34,576
-7,378
-18% -$74.1K 0.01% 1180
2018
Q4 		$372K Sell
41,954
-4,058
-9% -$40.4K 0.01% 1054
2018
Q3 		$554K Buy
46,012
+14,457
+46% +$177K 0.01% 948
2018
Q2 		$372K Sell
31,555
-814
-3% -$9.37K 0.01% 977
2018
Q1 		$359K Buy
32,369
+145
+0.4% +$1.61K 0.01% 989
2017
Q4 		$361K Buy
32,224
+14,002
+77% +$161K 0.01% 1001
2017
Q3 		$210K Buy
18,222
+729
+4% +$8.3K ﹤0.01% 1187
2017
Q2 		$197K Buy
17,493
+1,782
+11% +$19.9K ﹤0.01% 1184
2017
Q1 		$173K Buy
+15,711
New +$169K ﹤0.01% 752

Other funds holding CHI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MML Investors Services's CHI Position: Q2 2026 in Review

MML Investors Services increased its Calamos Convertible Opportunities and Income Fund (CHI) stake by 0.92% in Q2 2026, buying an estimated $2.43K and bringing the position to 21,654 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #2845.

MML Investors Services first reported a position in CHI in Q1 2017 and has held it in 31 quarters since. The position peaked at $554K in Q3 2018. 135 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

  • MML Investors Services held 21,654 shares of Calamos Convertible Opportunities and Income Fund worth $291K as of Q2 2026.
  • MML Investors Services bought 197 Calamos Convertible Opportunities and Income Fund shares in Q2 2026, an estimated $2.43K.
  • Calamos Convertible Opportunities and Income Fund made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2845 holding.
  • MML Investors Services first reported a position in Calamos Convertible Opportunities and Income Fund in Q1 2017 and has held it in 31 quarters since.
  • MML Investors Services's Calamos Convertible Opportunities and Income Fund position peaked at $554K in Q3 2018.
  • 135 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.