MWM
CHI

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

Modern Wealth Management’s Portfolio CHI Stock Details CHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$125K Hold
11,915
– – ﹤0.01% 753
2025
Q1 		$114K Hold
11,915
– – ﹤0.01% 663
2024
Q4 		$142K Buy
+11,915
New +$142K 0.01% 563