PA
CHI

ProCore Advisors’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

ProCore Advisors’s Portfolio CHI Stock Details CHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$160K Sell
11,932
-204
-2% -$2.52K 0.2% 84
2026
Q1 		$130K Hold
12,136
– – 0.2% 73
2025
Q4 		$127K Buy
+12,136
New +$132K 0.13% 90

Other funds holding CHI

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MSA
Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return
CP
Creekside Partners Petaluma, California $276M AUM 25.75% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
SIC
Samalin Investment Counsel Chappaqua, New York $320M AUM 20.87% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
GC
Grange Capital Beaverton, Oregon $108M AUM 18.7% 1-Year Est. Return
EAM
Everstar Asset Management Mooresville, North Carolina $207M AUM 18.14% 1-Year Est. Return

ProCore Advisors's CHI Position: Q2 2026 in Review

ProCore Advisors reduced its Calamos Convertible Opportunities and Income Fund (CHI) stake by 1.7% in Q2 2026, selling an estimated $2.52K and leaving 11,932 shares worth $160K. The position accounts for 0.2% of the portfolio, ranked #84.

ProCore Advisors first reported a position in CHI in Q4 2025 and has held it in 3 quarters since. 86 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

  • ProCore Advisors held 11,932 shares of Calamos Convertible Opportunities and Income Fund worth $160K as of Q2 2026.
  • ProCore Advisors sold 204 Calamos Convertible Opportunities and Income Fund shares in Q2 2026, an estimated $2.52K.
  • Calamos Convertible Opportunities and Income Fund made up 0.2% of ProCore Advisors's portfolio in Q2 2026, its #84 holding.
  • ProCore Advisors first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 86 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on ProCore Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.