RAM
CHI

Readystate Asset Management’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Readystate Asset Management’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
Q1 		– Sell
-24,702
Closed -$259K – 827
2025
Q4 		$259K Buy
24,702
+5,644
+30% +$61.6K 0.01% 314
2025
Q3 		$206K Sell
19,058
-20,204
-51% -$212K 0.01% 292
2025
Q2 		$413K Buy
39,262
+7,432
+23% +$74.3K 0.01% 435
2025
Q1 		$305K Buy
+31,830
New +$345K 0.01% 540

Other funds holding CHI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Readystate Asset Management's CHI Position: Q1 2026 in Review

Readystate Asset Management sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q1 2026, closing a stake of 24,702 shares — an estimated $259K sold.

Readystate Asset Management first reported a position in CHI in Q1 2025 and held it in 4 quarters. The position peaked at $413K in Q2 2025. 133 funds tracked by Wall St. Rank hold CHI as of Q1 2026.

  • Readystate Asset Management reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q1 2026 after selling out during the quarter.
  • Readystate Asset Management sold 24,702 Calamos Convertible Opportunities and Income Fund shares in Q1 2026, an estimated $259K.
  • Readystate Asset Management first reported a position in Calamos Convertible Opportunities and Income Fund in Q1 2025 and held it in 4 quarters.
  • Readystate Asset Management's Calamos Convertible Opportunities and Income Fund position peaked at $413K in Q2 2025.
  • 133 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2026.

Based on Readystate Asset Management's 13F filing for Q1 2026, filed 15 May 2026.