Prospera Financial Services’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Prospera Financial Services’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
2022 Q2	–	Sell	-10,300	Closed	-$136K	–	1768
2022 Q1	$136K	Hold	10,300	–	–	0.01%	1010
2021 Q4	$156K	Hold	10,300	–	–	0.01%	841
2021 Q3	$154K	Hold	10,300	–	–	0.01%	768
2021 Q2	$156K	Hold	10,300	–	–	0.01%	767
2021 Q1	$147K	Hold	10,300	–	–	0.01%	726
2020 Q4	$139K	Hold	10,300	–	–	0.01%	657
2020 Q3	$113K	Hold	10,300	–	–	0.04%	374
2020 Q2	$110K	Hold	10,300	–	–	0.01%	560
2020 Q1	$86K	Hold	10,300	–	–	0.01%	496
2019 Q4	$113K	Hold	10,300	–	–	0.01%	585
2019 Q3	$107K	Hold	10,300	–	–	0.01%	534
2019 Q2	$109K	Hold	10,300	–	–	0.01%	507
2019 Q1	$108K	Buy	+10,300	New	+$103K	0.04%	314
2018 Q3	–	Sell	-10,300	Closed	-$121K	–	415
2018 Q2	$121K	Hold	10,300	–	–	0.02%	439
2018 Q1	$114K	Buy	+10,300	New	+$114K	0.02%	428

Other funds holding CHI

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Prospera Financial Services's CHI Position: Q2 2022 in Review

Prospera Financial Services sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q2 2022, closing a stake of 10,300 shares — an estimated $136K sold.

Prospera Financial Services first reported a position in CHI in Q1 2018 and held it in 15 quarters. The position peaked at $156K in Q4 2021. 110 funds tracked by Wall St. Rank hold CHI as of Q2 2022.

Prospera Financial Services reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q2 2022 after selling out during the quarter.
Prospera Financial Services sold 10,300 Calamos Convertible Opportunities and Income Fund shares in Q2 2022, an estimated $136K.
Prospera Financial Services first reported a position in Calamos Convertible Opportunities and Income Fund in Q1 2018 and held it in 15 quarters.
Prospera Financial Services's Calamos Convertible Opportunities and Income Fund position peaked at $156K in Q4 2021.
110 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2022.

Based on Prospera Financial Services's 13F filing for Q2 2022, filed 8 Aug 2022.