Prime Capital Investment Advisors’s Calamos Convertible and High Income Fund CHY Stock Holding History

Prime Capital Investment Advisors’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	$209K	Hold	19,183	–	–	﹤0.01%	969
2025 Q4	$217K	Sell	19,183 -685	-3%	-$7.85K	﹤0.01%	938
2025 Q3	$223K	Sell	19,868 -1,008	-5%	-$11.1K	﹤0.01%	907
2025 Q2	$229K	Sell	20,876 -2,018	-9%	-$20.8K	﹤0.01%	851
2025 Q1	$231K	Sell	22,894 -1,519	-6%	-$16.8K	﹤0.01%	926
2024 Q4	$296K	Sell	24,413 -1,593	-6%	-$19.4K	﹤0.01%	733
2024 Q3	$310K	Sell	26,006 -3,406	-12%	-$39.2K	﹤0.01%	720
2024 Q2	$328K	Sell	29,412 -7,351	-20%	-$82.4K	﹤0.01%	698
2024 Q1	$434K	Sell	36,763 -7,753	-17%	-$91.4K	0.01%	661
2023 Q4	$511K	Sell	44,516 -4,175	-9%	-$47.2K	0.01%	567
2023 Q3	$543K	Sell	48,691 -3,854	-7%	-$43.4K	0.01%	454
2023 Q2	$590K	Buy	+52,545	New	+$562K	0.01%	442
2023 Q1	–	Sell	-66,481	Closed	-$701K	–	570
2022 Q4	$701K	Buy	+66,481	New	+$740K	0.03%	279

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

Prime Capital Investment Advisors's CHY Position: Q1 2026 in Review

Prime Capital Investment Advisors held its Calamos Convertible and High Income Fund (CHY) position steady in Q1 2026 at 19,183 shares worth $209K. The position accounts for ﹤0.01% of the portfolio, ranked #969.

Prime Capital Investment Advisors first reported a position in CHY in Q4 2022 and has held it in 13 quarters since. The position peaked at $701K in Q4 2022. 132 funds tracked by Wall St. Rank hold CHY as of Q1 2026.

Prime Capital Investment Advisors held 19,183 shares of Calamos Convertible and High Income Fund worth $209K as of Q1 2026.
Prime Capital Investment Advisors left its Calamos Convertible and High Income Fund share count unchanged in Q1 2026.
Calamos Convertible and High Income Fund made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q1 2026, its #969 holding.
Prime Capital Investment Advisors first reported a position in Calamos Convertible and High Income Fund in Q4 2022 and has held it in 13 quarters since.
Prime Capital Investment Advisors's Calamos Convertible and High Income Fund position peaked at $701K in Q4 2022.
132 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q1 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.