N.E.W. Advisory Services’s Calamos Convertible and High Income Fund CHY Stock Holding History

N.E.W. Advisory Services’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 Q2	$13.7K	Hold	1,009	–	–	﹤0.01%	600
2026 Q1	$11K	Sell	1,009 -991	-50%	-$11.6K	﹤0.01%	613
2025 Q4	$22.6K	Buy	2,000 +1,000	+100%	+$11.5K	﹤0.01%	478
2025 Q3	$11.2K	Hold	1,000	–	–	﹤0.01%	560
2025 Q2	$11K	Hold	1,000	–	–	﹤0.01%	552
2025 Q1	$10.1K	Buy	+1,000	New	+$11.1K	﹤0.01%	611

Other funds holding CHY

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

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

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

N.E.W. Advisory Services's CHY Position: Q2 2026 in Review

N.E.W. Advisory Services held its Calamos Convertible and High Income Fund (CHY) position steady in Q2 2026 at 1,009 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #600.

N.E.W. Advisory Services first reported a position in CHY in Q1 2025 and has held it in 6 quarters since. The position peaked at $22.6K in Q4 2025. 136 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

N.E.W. Advisory Services held 1,009 shares of Calamos Convertible and High Income Fund worth $13.7K as of Q2 2026.
N.E.W. Advisory Services left its Calamos Convertible and High Income Fund share count unchanged in Q2 2026.
Calamos Convertible and High Income Fund made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #600 holding.
N.E.W. Advisory Services first reported a position in Calamos Convertible and High Income Fund in Q1 2025 and has held it in 6 quarters since.
N.E.W. Advisory Services's Calamos Convertible and High Income Fund position peaked at $22.6K in Q4 2025.
136 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.