OCM
CHY

Osbon Capital Management’s Calamos Convertible and High Income Fund CHY Stock Holding History

Osbon Capital Management’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
Q2 		– Sell
-209
Closed -$2.28K – 445
2026
Q1 		$2.28K Buy
+209
New +$2.44K ﹤0.01% 420

Other funds holding CHY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osbon Capital Management's CHY Position: Q2 2026 in Review

Osbon Capital Management sold out of Calamos Convertible and High Income Fund (CHY) in Q2 2026, closing a stake of 209 shares — an estimated $2.28K sold.

Osbon Capital Management first reported a position in CHY in Q1 2026 and held it in 1 quarter. The position peaked at $2.28K in Q1 2026. 136 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

  • Osbon Capital Management reported no remaining Calamos Convertible and High Income Fund position as of Q2 2026 after selling out during the quarter.
  • Osbon Capital Management sold 209 Calamos Convertible and High Income Fund shares in Q2 2026, an estimated $2.28K.
  • Osbon Capital Management first reported a position in Calamos Convertible and High Income Fund in Q1 2026 and held it in 1 quarter.
  • Osbon Capital Management's Calamos Convertible and High Income Fund position peaked at $2.28K in Q1 2026.
  • 136 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.