NWA
CHY

Navis Wealth Advisors’s Calamos Convertible and High Income Fund CHY Stock Holding History

Navis Wealth Advisors’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
Q1 		– Sell
-69,327
Closed -$784K – 178
2025
Q4 		$784K Buy
+69,327
New +$794K 0.33% 73

Other funds holding CHY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Navis Wealth Advisors's CHY Position: Q1 2026 in Review

Navis Wealth Advisors sold out of Calamos Convertible and High Income Fund (CHY) in Q1 2026, closing a stake of 69,327 shares — an estimated $784K sold.

Navis Wealth Advisors first reported a position in CHY in Q4 2025 and held it in 1 quarter. The position peaked at $784K in Q4 2025. 132 funds tracked by Wall St. Rank hold CHY as of Q1 2026.

  • Navis Wealth Advisors reported no remaining Calamos Convertible and High Income Fund position as of Q1 2026 after selling out during the quarter.
  • Navis Wealth Advisors sold 69,327 Calamos Convertible and High Income Fund shares in Q1 2026, an estimated $784K.
  • Navis Wealth Advisors first reported a position in Calamos Convertible and High Income Fund in Q4 2025 and held it in 1 quarter.
  • Navis Wealth Advisors's Calamos Convertible and High Income Fund position peaked at $784K in Q4 2025.
  • 132 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q1 2026.

Based on Navis Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.