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 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 $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Money Concepts Capital's CHI Position: Q1 2026 in Review

Money Concepts Capital opened a new position in Calamos Convertible Opportunities and Income Fund (CHI) in Q1 2026: 13,799 shares worth $148K. The stake represents 0.01% of the portfolio and ranks #553 among its holdings. This is a return to the name: Money Concepts Capital previously reported a position in CHI as recently as Q4 2022.

Money Concepts Capital first reported a position in CHI in Q1 2022 and has held it in 3 quarters since. The position peaked at $689K in Q1 2022. 133 funds tracked by Wall St. Rank hold CHI as of Q1 2026.

Money Concepts Capital held 13,799 shares of Calamos Convertible Opportunities and Income Fund worth $148K as of Q1 2026.
Calamos Convertible Opportunities and Income Fund was a new Money Concepts Capital position in Q1 2026.
Calamos Convertible Opportunities and Income Fund made up 0.01% of Money Concepts Capital's portfolio in Q1 2026, its #553 holding.
Money Concepts Capital first reported a position in Calamos Convertible Opportunities and Income Fund in Q1 2022 and has held it in 3 quarters since.
Money Concepts Capital's Calamos Convertible Opportunities and Income Fund position peaked at $689K in Q1 2022.
133 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2026.

Based on Money Concepts Capital's 13F filing for Q1 2026, filed 30 Apr 2026.