SWM
CHY

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

SeaCrest 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
2025
Q4 		– Sell
-12,546
Closed -$144K – 642
2025
Q3 		$144K Buy
12,546
+181
+1% +$1.99K 0.02% 612
2025
Q2 		$136K Buy
12,365
+187
+2% +$1.92K 0.01% 602
2025
Q1 		$123K Buy
12,178
+167
+1% +$1.85K 0.01% 641
2024
Q4 		$146K Buy
12,011
+150
+1% +$1.82K 0.02% 633
2024
Q3 		$142K Buy
+11,861
New +$136K 0.02% 629
2022
Q4 		– Sell
-12,478
Closed -$126K – 641
2022
Q3 		$126K Sell
12,478
-2,362
-16% -$28.8K 0.02% 587
2022
Q2 		$166K Sell
14,840
-742
-5% -$9.21K 0.02% 670
2022
Q1 		$220K Sell
15,582
-2,985
-16% -$42.7K 0.03% 625
2021
Q4 		$300K Buy
18,567
+1,074
+6% +$17.4K 0.03% 513
2021
Q3 		$273K Buy
17,493
+35
+0.2% +$564 0.03% 513
2021
Q2 		$285K Buy
17,458
+4,439
+34% +$70.1K 0.03% 520
2021
Q1 		$194K Buy
13,019
+448
+4% +$6.69K 0.03% 616
2020
Q4 		$180K Sell
12,571
-1,879
-13% -$24.5K 0.03% 577
2020
Q3 		$169K Sell
14,450
-1,541
-10% -$18.3K 0.03% 535
2020
Q2 		$181K Buy
15,991
+5,221
+48% +$53.4K 0.03% 503
2020
Q1 		$95K Buy
+10,770
New +$116K 0.02% 479
2019
Q2 		– Sell
-8,600
Closed -$93K – 741
2019
Q1 		$93K Sell
8,600
-153
-2% -$1.65K 0.02% 714
2018
Q4 		$82K Buy
8,753
+7,397
+546% +$78.8K 0.02% 729
2018
Q3 		$18K Buy
1,356
+26
+2% +$340 ﹤0.01% 1407
2018
Q2 		$17K Sell
1,330
-4,673
-78% -$57.3K ﹤0.01% 1414
2018
Q1 		$70K Buy
6,003
+27
+0.5% +$320 0.01% 825
2017
Q4 		$71K Buy
+5,976
New +$70.9K 0.01% 832

Other funds holding CHY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SeaCrest Wealth Management's CHY Position: Q4 2025 in Review

SeaCrest Wealth Management sold out of Calamos Convertible and High Income Fund (CHY) in Q4 2025, closing a stake of 12,546 shares — an estimated $144K sold.

SeaCrest Wealth Management first reported a position in CHY in Q4 2017 and held it in 22 quarters. The position peaked at $300K in Q4 2021. 128 funds tracked by Wall St. Rank hold CHY as of Q4 2025.

  • SeaCrest Wealth Management reported no remaining Calamos Convertible and High Income Fund position as of Q4 2025 after selling out during the quarter.
  • SeaCrest Wealth Management sold 12,546 Calamos Convertible and High Income Fund shares in Q4 2025, an estimated $144K.
  • SeaCrest Wealth Management first reported a position in Calamos Convertible and High Income Fund in Q4 2017 and held it in 22 quarters.
  • SeaCrest Wealth Management's Calamos Convertible and High Income Fund position peaked at $300K in Q4 2021.
  • 128 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q4 2025.

Based on SeaCrest Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.