Semus Wealth Partners’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Semus Wealth Partners’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	–	Sell	-11,221	Closed	-$121K	–	113
2026 Q1	$121K	Sell	11,221 -7	-0.1%	-$79	0.07%	109
2025 Q4	$118K	Sell	11,228 -5,252	-32%	-$57.3K	0.06%	109
2025 Q3	$178K	Sell	16,480 -2,855	-15%	-$29.9K	0.1%	106
2025 Q2	$203K	Sell	19,335 -1,963	-9%	-$19.6K	0.13%	106
2025 Q1	$204K	Sell	21,298 -4,859	-19%	-$52.7K	0.14%	105
2024 Q4	$312K	Sell	26,157 -3,423	-12%	-$40.6K	0.21%	79
2024 Q3	$344K	Sell	29,580 -7,842	-21%	-$90.1K	0.24%	81
2024 Q2	$436K	Sell	37,422 -6,387	-15%	-$72K	0.34%	54
2024 Q1	$497K	Sell	43,809 -6,413	-13%	-$69.8K	0.42%	52
2023 Q4	$520K	Sell	50,222 -8,819	-15%	-$90.8K	0.43%	50
2023 Q3	$622K	Sell	59,041 -258	-0.4%	-$2.81K	0.58%	38
2023 Q2	$664K	Sell	59,299 -1,294	-2%	-$13.7K	0.61%	35
2023 Q1	$637K	Sell	60,593 -277	-0.5%	-$3.19K	0.69%	34
2022 Q4	$640K	Buy	+60,870	New	+$657K	0.78%	31

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

Semus Wealth Partners's CHI Position: Q2 2026 in Review

Semus Wealth Partners sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q2 2026, closing a stake of 11,221 shares — an estimated $121K sold.

Semus Wealth Partners first reported a position in CHI in Q4 2022 and held it in 14 quarters. The position peaked at $664K in Q2 2023. 134 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

Semus Wealth Partners reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q2 2026 after selling out during the quarter.
Semus Wealth Partners sold 11,221 Calamos Convertible Opportunities and Income Fund shares in Q2 2026, an estimated $121K.
Semus Wealth Partners first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2022 and held it in 14 quarters.
Semus Wealth Partners's Calamos Convertible Opportunities and Income Fund position peaked at $664K in Q2 2023.
134 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

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