P
CHY

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

&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
2026
Q1 		$332K Sell
30,528
-1,830
-6% -$21.4K ﹤0.01% 1927
2025
Q4 		$366K Buy
32,358
+12,727
+65% +$146K ﹤0.01% 1796
2025
Q3 		$220K Buy
+19,631
New +$216K ﹤0.01% 1920

Other funds holding CHY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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 $57.6B AUM 8.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

&Partners's CHY Position: Q1 2026 in Review

&Partners reduced its Calamos Convertible and High Income Fund (CHY) stake by 5.7% in Q1 2026, selling an estimated $21.4K and leaving 30,528 shares worth $332K. The position accounts for ﹤0.01% of the portfolio, ranked #1927.

&Partners first reported a position in CHY in Q3 2025 and has held it in 3 quarters since. The position peaked at $366K in Q4 2025. 132 funds tracked by Wall St. Rank hold CHY as of Q1 2026.

  • &Partners held 30,528 shares of Calamos Convertible and High Income Fund worth $332K as of Q1 2026.
  • &Partners sold 1,830 Calamos Convertible and High Income Fund shares in Q1 2026, an estimated $21.4K.
  • Calamos Convertible and High Income Fund made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1927 holding.
  • &Partners first reported a position in Calamos Convertible and High Income Fund in Q3 2025 and has held it in 3 quarters since.
  • &Partners's Calamos Convertible and High Income Fund position peaked at $366K in Q4 2025.
  • 132 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.