Ritholtz Wealth Management’s Calamos Convertible and High Income Fund CHY Stock Holding History

Ritholtz Wealth 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
2026 Q2	$222K	Buy	+16,273	New	+$205K	﹤0.01%	1193

Other funds holding CHY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

PWSG

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Ritholtz Wealth Management's CHY Position: Q2 2026 in Review

Ritholtz Wealth Management opened a new position in Calamos Convertible and High Income Fund (CHY) in Q2 2026: 16,273 shares worth $222K. The stake represents ﹤0.01% of the portfolio and ranks #1193 among its holdings.

136 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

Ritholtz Wealth Management held 16,273 shares of Calamos Convertible and High Income Fund worth $222K as of Q2 2026.
Calamos Convertible and High Income Fund was a new Ritholtz Wealth Management position in Q2 2026.
Calamos Convertible and High Income Fund made up ﹤0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #1193 holding.
136 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.