Money Concepts Capital’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Money Concepts Capital’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	$185K	Hold	13,799	–	–	0.01%	619
2026 Q1	$148K	Buy	+13,799	New	+$155K	0.01%	553
2023 Q1	–	Sell	-63,200	Closed	-$664K	–	875
2022 Q4	$664K	Buy	+63,200	New	+$682K	0.03%	369
2022 Q2	–	Sell	-52,180	Closed	-$689K	–	1630
2022 Q1	$689K	Buy	+52,180	New	+$703K	0.04%	365

Other funds holding CHI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Money Concepts Capital's CHI Position: Q2 2026 in Review

Money Concepts Capital held its Calamos Convertible Opportunities and Income Fund (CHI) position steady in Q2 2026 at 13,799 shares worth $185K. The position accounts for 0.01% of the portfolio, ranked #619.

Money Concepts Capital first reported a position in CHI in Q1 2022 and has held it in 4 quarters since. The position peaked at $689K in Q1 2022. 135 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

Money Concepts Capital held 13,799 shares of Calamos Convertible Opportunities and Income Fund worth $185K as of Q2 2026.
Money Concepts Capital left its Calamos Convertible Opportunities and Income Fund share count unchanged in Q2 2026.
Calamos Convertible Opportunities and Income Fund made up 0.01% of Money Concepts Capital's portfolio in Q2 2026, its #619 holding.
Money Concepts Capital first reported a position in Calamos Convertible Opportunities and Income Fund in Q1 2022 and has held it in 4 quarters since.
Money Concepts Capital's Calamos Convertible Opportunities and Income Fund position peaked at $689K in Q1 2022.
135 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.