San Luis Wealth Advisors’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

San Luis Wealth Advisors’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 Q2	$182K	Hold	13,555	–	–	0.03%	179
2026 Q1	$146K	Hold	13,555	–	–	0.02%	170
2025 Q4	$142K	Hold	13,555	–	–	0.02%	175
2025 Q3	$146K	Hold	13,555	–	–	0.03%	169
2025 Q2	$143K	Hold	13,555	–	–	0.03%	134
2025 Q1	$130K	Hold	13,555	–	–	0.03%	131
2024 Q4	$162K	Buy	13,555 +212	+2%	+$2.52K	0.03%	138
2024 Q3	$155K	Buy	13,343 +108	+0.8%	+$1.24K	0.03%	136
2024 Q2	$154K	Buy	+13,235	New	+$149K	0.04%	127
2023 Q3	–	Sell	-13,235	Closed	-$148K	–	82
2023 Q2	$148K	Hold	13,235	–	–	0.05%	154
2023 Q1	$139K	Buy	+13,235	New	+$153K	0.05%	156
2022 Q2	–	Sell	-13,235	Closed	-$200K	–	131
2022 Q1	$200K	Buy	+13,235	New	+$178K	0.1%	150

Other funds holding CHI

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

San Luis Wealth Advisors's CHI Position: Q2 2026 in Review

San Luis Wealth Advisors held its Calamos Convertible Opportunities and Income Fund (CHI) position steady in Q2 2026 at 13,555 shares worth $182K. The position accounts for 0.03% of the portfolio, ranked #179.

San Luis Wealth Advisors first reported a position in CHI in Q1 2022 and has held it in 12 quarters since. The position peaked at $200K in Q1 2022. 135 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

San Luis Wealth Advisors held 13,555 shares of Calamos Convertible Opportunities and Income Fund worth $182K as of Q2 2026.
San Luis Wealth Advisors left its Calamos Convertible Opportunities and Income Fund share count unchanged in Q2 2026.
Calamos Convertible Opportunities and Income Fund made up 0.03% of San Luis Wealth Advisors's portfolio in Q2 2026, its #179 holding.
San Luis Wealth Advisors first reported a position in Calamos Convertible Opportunities and Income Fund in Q1 2022 and has held it in 12 quarters since.
San Luis Wealth Advisors's Calamos Convertible Opportunities and Income Fund position peaked at $200K in Q1 2022.
135 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.