OP
CHI

ORG Partners’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

ORG Partners’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 		$15.7K Hold
1,500
– – ﹤0.01% 873
2025
Q3 		$16.2K Hold
1,500
– – ﹤0.01% 848
2025
Q2 		$15.8K Hold
1,500
– – ﹤0.01% 813
2025
Q1 		$14.6K Hold
1,500
– – ﹤0.01% 743
2024
Q4 		$17.9K Buy
+1,500
New +$17.8K ﹤0.01% 771
2024
Q3 		– Sell
-3,841
Closed -$44.8K – 1199
2024
Q2 		$44.8K Hold
3,841
– – 0.01% 825
2024
Q1 		$42.9K Buy
+3,841
New +$41.8K 0.08% 148
2023
Q4 		– Sell
-3,516
Closed -$37.1K – 1165
2023
Q3 		$37.1K Sell
3,516
-825
-19% -$8.98K 0.01% 574
2023
Q2 		$49.3K Buy
+4,341
New +$46K 0.01% 664

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Morgan Stanley
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Wells Fargo
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DADC
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LPL Financial
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GC
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Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return