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
Q2 		$676K Buy
49,606
+19,078
+62% +$241K ﹤0.01% 1660
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 $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

&Partners's CHY Position: Q2 2026 in Review

&Partners increased its Calamos Convertible and High Income Fund (CHY) stake by 62% in Q2 2026, buying an estimated $241K and bringing the position to 49,606 shares worth $676K. The position accounts for ﹤0.01% of the portfolio, ranked #1660.

&Partners first reported a position in CHY in Q3 2025 and has held it in 4 quarters since. 136 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

  • &Partners held 49,606 shares of Calamos Convertible and High Income Fund worth $676K as of Q2 2026.
  • &Partners bought 19,078 Calamos Convertible and High Income Fund shares in Q2 2026, an estimated $241K.
  • Calamos Convertible and High Income Fund made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1660 holding.
  • &Partners first reported a position in Calamos Convertible and High Income Fund in Q3 2025 and has held it in 4 quarters since.
  • 136 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

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