P
CHI

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

&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
2026
Q2 		$503K Buy
37,395
+400
+1% +$4.93K ﹤0.01% 1825
2026
Q1 		$397K Sell
36,995
-7,242
-16% -$81.3K ﹤0.01% 1821
2025
Q4 		$464K Buy
44,237
+7,257
+20% +$79.2K ﹤0.01% 1648
2025
Q3 		$399K Buy
+36,980
New +$387K ﹤0.01% 1595

Other funds holding CHI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

&Partners's CHI Position: Q2 2026 in Review

&Partners increased its Calamos Convertible Opportunities and Income Fund (CHI) stake by 1.1% in Q2 2026, buying an estimated $4.93K and bringing the position to 37,395 shares worth $503K. The position accounts for ﹤0.01% of the portfolio, ranked #1825.

&Partners first reported a position in CHI in Q3 2025 and has held it in 4 quarters since. 135 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

  • &Partners held 37,395 shares of Calamos Convertible Opportunities and Income Fund worth $503K as of Q2 2026.
  • &Partners bought 400 Calamos Convertible Opportunities and Income Fund shares in Q2 2026, an estimated $4.93K.
  • Calamos Convertible Opportunities and Income Fund made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1825 holding.
  • &Partners first reported a position in Calamos Convertible Opportunities and Income Fund in Q3 2025 and has held it in 4 quarters since.
  • 135 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.