RDFA
CHY

Ritter Daniher Financial Advisory’s Calamos Convertible and High Income Fund CHY Stock Holding History

Ritter Daniher Financial Advisory’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 		$12.9K Hold
950
– – ﹤0.01% 405
2026
Q1 		$10.3K Hold
950
– – ﹤0.01% 429
2025
Q4 		$10.7K Buy
+950
New +$10.9K ﹤0.01% 415

Other funds holding CHY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Ritter Daniher Financial Advisory's CHY Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its Calamos Convertible and High Income Fund (CHY) position steady in Q2 2026 at 950 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #405.

Ritter Daniher Financial Advisory first reported a position in CHY in Q4 2025 and has held it in 3 quarters since. 135 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

  • Ritter Daniher Financial Advisory held 950 shares of Calamos Convertible and High Income Fund worth $12.9K as of Q2 2026.
  • Ritter Daniher Financial Advisory left its Calamos Convertible and High Income Fund share count unchanged in Q2 2026.
  • Calamos Convertible and High Income Fund made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #405 holding.
  • Ritter Daniher Financial Advisory first reported a position in Calamos Convertible and High Income Fund in Q4 2025 and has held it in 3 quarters since.
  • 135 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.