Newbridge Financial Services Group’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Newbridge Financial Services Group’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
2025 Q4	–	Sell	-21,704	Closed	-$234K	–	1236
2025 Q3	$234K	Hold	21,704	–	–	0.04%	267
2025 Q2	$228K	Buy	+21,704	New	+$217K	0.04%	267
2021 Q3	–	Sell	-5,924	Closed	-$90K	–	1422
2021 Q2	$90K	Hold	5,924	–	–	0.06%	301
2021 Q1	$84K	Sell	5,924 -132	-2%	-$1.87K	0.06%	286
2020 Q4	$82K	Hold	6,056	–	–	0.07%	243
2020 Q3	$67K	Buy	+6,056	New	+$67.9K	0.07%	257

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

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

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

Newbridge Financial Services Group's CHI Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q4 2025, closing a stake of 21,704 shares — an estimated $234K sold.

Newbridge Financial Services Group first reported a position in CHI in Q3 2020 and held it in 6 quarters. The position peaked at $234K in Q3 2025. 143 funds tracked by Wall St. Rank hold CHI as of Q4 2025.

Newbridge Financial Services Group reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q4 2025 after selling out during the quarter.
Newbridge Financial Services Group sold 21,704 Calamos Convertible Opportunities and Income Fund shares in Q4 2025, an estimated $234K.
Newbridge Financial Services Group first reported a position in Calamos Convertible Opportunities and Income Fund in Q3 2020 and held it in 6 quarters.
Newbridge Financial Services Group's Calamos Convertible Opportunities and Income Fund position peaked at $234K in Q3 2025.
143 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.