Salomon & Ludwin’s Calamos Convertible and High Income Fund CHY Stock Holding History

Salomon & Ludwin’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	$8.59K	Hold	637	–	–	﹤0.01%	1650
2026 Q1	$7.18K	Hold	637	–	–	﹤0.01%	1648
2025 Q4	$7.29K	Hold	637	–	–	﹤0.01%	1617
2025 Q3	$7.21K	Hold	637	–	–	﹤0.01%	1534
2025 Q2	$7.02K	Hold	637	–	–	﹤0.01%	524
2025 Q1	$6.43K	Hold	637	–	–	﹤0.01%	498
2024 Q4	$7.73K	Hold	637	–	–	﹤0.01%	475
2024 Q3	$7.6K	Hold	637	–	–	﹤0.01%	488
2024 Q2	$7.11K	Hold	637	–	–	﹤0.01%	494
2024 Q1	$7.52K	Hold	637	–	–	﹤0.01%	586
2023 Q4	$7.11K	Hold	637	–	–	﹤0.01%	536
2023 Q3	$7.11K	Buy	+637	New	+$7.17K	﹤0.01%	534

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

Salomon & Ludwin's CHY Position: Q2 2026 in Review

Salomon & Ludwin held its Calamos Convertible and High Income Fund (CHY) position steady in Q2 2026 at 637 shares worth $8.59K. The position accounts for ﹤0.01% of the portfolio, ranked #1650.

Salomon & Ludwin first reported a position in CHY in Q3 2023 and has held it in 12 quarters since. 136 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

Salomon & Ludwin held 637 shares of Calamos Convertible and High Income Fund worth $8.59K as of Q2 2026.
Salomon & Ludwin 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 Salomon & Ludwin's portfolio in Q2 2026, its #1650 holding.
Salomon & Ludwin first reported a position in Calamos Convertible and High Income Fund in Q3 2023 and has held it in 12 quarters since.
136 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.