OP
CHY

ORG Partners’s Calamos Convertible and High Income Fund CHY Stock Holding History

ORG Partners’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
2025
Q4 		$17K Hold
1,500
– – ﹤0.01% 857
2025
Q3 		$16.8K Hold
1,500
– – ﹤0.01% 841
2025
Q2 		$16.5K Hold
1,500
– – ﹤0.01% 802
2025
Q1 		$15.3K Hold
1,500
– – ﹤0.01% 738
2024
Q4 		$18.2K Buy
+1,500
New +$18.2K ﹤0.01% 765

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
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 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
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

ORG Partners's CHY Position: Q4 2025 in Review

ORG Partners held its Calamos Convertible and High Income Fund (CHY) position steady in Q4 2025 at 1,500 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

ORG Partners first reported a position in CHY in Q4 2024 and has held it in 5 quarters since. The position peaked at $18.2K in Q4 2024. 128 funds tracked by Wall St. Rank hold CHY as of Q4 2025.

  • ORG Partners held 1,500 shares of Calamos Convertible and High Income Fund worth $17K as of Q4 2025.
  • ORG Partners left its Calamos Convertible and High Income Fund share count unchanged in Q4 2025.
  • Calamos Convertible and High Income Fund made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #857 holding.
  • ORG Partners first reported a position in Calamos Convertible and High Income Fund in Q4 2024 and has held it in 5 quarters since.
  • ORG Partners's Calamos Convertible and High Income Fund position peaked at $18.2K in Q4 2024.
  • 128 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.