PMG Family Office’s Calamos Convertible and High Income Fund CHY Stock Holding History

PMG Family Office’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	$1.25M	Buy	91,904 +1,583	+2%	+$20K	1.15%	32
2026 Q1	$984K	Buy	90,321 +3,398	+4%	+$39.7K	1.1%	36
2025 Q4	$983K	Sell	86,923 -19,430	-18%	-$223K	1.14%	33
2025 Q3	$1.19M	Buy	+106,353	New	+$1.17M	1.33%	27

Other funds holding CHY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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 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 St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PMG Family Office's CHY Position: Q2 2026 in Review

PMG Family Office increased its Calamos Convertible and High Income Fund (CHY) stake by 1.8% in Q2 2026, buying an estimated $20K and bringing the position to 91,904 shares worth $1.25M. The position accounts for 1.15% of the portfolio, ranked #32.

PMG Family Office 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.

PMG Family Office held 91,904 shares of Calamos Convertible and High Income Fund worth $1.25M as of Q2 2026.
PMG Family Office bought 1,583 Calamos Convertible and High Income Fund shares in Q2 2026, an estimated $20K.
Calamos Convertible and High Income Fund made up 1.15% of PMG Family Office's portfolio in Q2 2026, its #32 holding.
PMG Family Office 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 PMG Family Office's 13F filing for Q2 2026, filed 16 Jul 2026.