Raleigh Capital Management’s Calamos Convertible and High Income Fund CHY Stock Holding History

Raleigh Capital Management’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
2025 Q1	–	Sell	-990	Closed	-$12K	–	655
2024 Q4	$12K	Buy	990 +100	+11%	+$1.22K	﹤0.01%	573
2024 Q3	$10.6K	Hold	890	–	–	﹤0.01%	578
2024 Q2	$9.93K	Sell	890 -210	-19%	-$2.35K	﹤0.01%	573
2024 Q1	$13K	Buy	1,100 +100	+10%	+$1.18K	0.01%	505
2023 Q4	$11.5K	Hold	1,000	–	–	0.01%	558
2023 Q3	$11.2K	Hold	1,000	–	–	0.01%	492
2023 Q2	$11.2K	Hold	1,000	–	–	0.01%	458
2023 Q1	$10.9K	Sell	1,000 -1,000	-50%	-$11.9K	0.01%	483
2022 Q4	$21.1K	Buy	2,000 +1,000	+100%	+$11.1K	0.01%	314
2022 Q3	$10K	Hold	1,000	–	–	0.01%	354
2022 Q2	$11K	Buy	1,000 +90	+10%	+$1.12K	0.01%	330
2022 Q1	$13K	Buy	+910	New	+$13K	0.01%	328

Other funds holding CHY

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

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

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

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

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

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

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

JWBC

J.W. Burns & Co Dewitt, New York $959M AUM 25.08% 1-Year Est. Return

Raleigh Capital Management's CHY Position: Q1 2025 in Review

Raleigh Capital Management sold out of Calamos Convertible and High Income Fund (CHY) in Q1 2025, closing a stake of 990 shares — an estimated $12K sold.

Raleigh Capital Management first reported a position in CHY in Q1 2022 and held it in 12 quarters. The position peaked at $21.1K in Q4 2022. 135 funds tracked by Wall St. Rank hold CHY as of Q1 2025.

Raleigh Capital Management reported no remaining Calamos Convertible and High Income Fund position as of Q1 2025 after selling out during the quarter.
Raleigh Capital Management sold 990 Calamos Convertible and High Income Fund shares in Q1 2025, an estimated $12K.
Raleigh Capital Management first reported a position in Calamos Convertible and High Income Fund in Q1 2022 and held it in 12 quarters.
Raleigh Capital Management's Calamos Convertible and High Income Fund position peaked at $21.1K in Q4 2022.
135 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.