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CHI

NewEdge Advisors’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

NewEdge Advisors’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 		$1.27M Buy
118,401
+15,335
+15% +$172K ﹤0.01% 1367
2025
Q4 		$1.08M Sell
103,066
-16,403
-14% -$179K ﹤0.01% 1441
2025
Q3 		$1.29M Buy
119,469
+2,841
+2% +$29.8K 0.01% 1254
2025
Q2 		$1.23M Buy
116,628
+78,488
+206% +$784K 0.01% 1178
2025
Q1 		$366K Sell
38,140
-5,370
-12% -$58.3K ﹤0.01% 1766
2024
Q4 		$520K Sell
43,510
-272
-0.6% -$3.23K ﹤0.01% 1525
2024
Q3 		$510K Sell
43,782
-6,673
-13% -$76.7K ﹤0.01% 1469
2024
Q2 		$587K Sell
50,455
-26,072
-34% -$294K ﹤0.01% 1323
2024
Q1 		$869K Buy
76,527
+34,526
+82% +$376K 0.01% 1066
2023
Q4 		$439K Buy
42,001
+9,398
+29% +$96.8K ﹤0.01% 1353
2023
Q3 		$344K Sell
32,603
-7,700
-19% -$83.8K ﹤0.01% 1357
2023
Q2 		$451K Buy
40,303
+821
+2% +$8.7K 0.01% 1242
2023
Q1 		$407K Buy
39,482
+5,004
+15% +$57.7K 0.01% 1203
2022
Q4 		$362K Buy
34,478
+300
+0.9% +$3.24K 0.01% 914
2022
Q3 		$330K Hold
34,178
– – 0.01% 1159
2022
Q2 		$366K Sell
34,178
-5,265
-13% -$62.4K 0.01% 1126
2022
Q1 		$521K Sell
39,443
-17,618
-31% -$237K 0.01% 839
2021
Q4 		$863K Buy
+57,061
New +$885K 0.01% 805

Other funds holding CHI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

NewEdge Advisors's CHI Position: Q1 2026 in Review

NewEdge Advisors increased its Calamos Convertible Opportunities and Income Fund (CHI) stake by 15% in Q1 2026, buying an estimated $172K and bringing the position to 118,401 shares worth $1.27M. The position accounts for ﹤0.01% of the portfolio, ranked #1367.

NewEdge Advisors first reported a position in CHI in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.29M in Q3 2025. 133 funds tracked by Wall St. Rank hold CHI as of Q1 2026.

  • NewEdge Advisors held 118,401 shares of Calamos Convertible Opportunities and Income Fund worth $1.27M as of Q1 2026.
  • NewEdge Advisors bought 15,335 Calamos Convertible Opportunities and Income Fund shares in Q1 2026, an estimated $172K.
  • Calamos Convertible Opportunities and Income Fund made up ﹤0.01% of NewEdge Advisors's portfolio in Q1 2026, its #1367 holding.
  • NewEdge Advisors first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2021 and has held it in 18 quarters since.
  • NewEdge Advisors's Calamos Convertible Opportunities and Income Fund position peaked at $1.29M in Q3 2025.
  • 133 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.