PKS Advisory Services’s Calamos Convertible and High Income Fund CHY Stock Holding History

PKS Advisory Services’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	$164K	Buy	15,043 +319	+2%	+$3.73K	0.04%	226
2025 Q4	$167K	Sell	14,724 -1,928	-12%	-$22.1K	0.04%	251
2025 Q3	$187K	Buy	+16,652	New	+$183K	0.04%	235
2025 Q2	–	Sell	-15,939	Closed	-$161K	–	262
2025 Q1	$161K	Buy	15,939 +337	+2%	+$3.73K	0.04%	232
2024 Q4	$189K	Buy	+15,602	New	+$190K	0.05%	235

Other funds holding CHY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 New York $57.6B AUM 8.03% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

PKS Advisory Services's CHY Position: Q1 2026 in Review

PKS Advisory Services increased its Calamos Convertible and High Income Fund (CHY) stake by 2.2% in Q1 2026, buying an estimated $3.73K and bringing the position to 15,043 shares worth $164K. The position accounts for 0.04% of the portfolio, ranked #226.

PKS Advisory Services first reported a position in CHY in Q4 2024 and has held it in 5 quarters since. The position peaked at $189K in Q4 2024. 132 funds tracked by Wall St. Rank hold CHY as of Q1 2026.

PKS Advisory Services held 15,043 shares of Calamos Convertible and High Income Fund worth $164K as of Q1 2026.
PKS Advisory Services bought 319 Calamos Convertible and High Income Fund shares in Q1 2026, an estimated $3.73K.
Calamos Convertible and High Income Fund made up 0.04% of PKS Advisory Services's portfolio in Q1 2026, its #226 holding.
PKS Advisory Services first reported a position in Calamos Convertible and High Income Fund in Q4 2024 and has held it in 5 quarters since.
PKS Advisory Services's Calamos Convertible and High Income Fund position peaked at $189K in Q4 2024.
132 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q1 2026.

Based on PKS Advisory Services's 13F filing for Q1 2026, filed 13 May 2026.