Semus Wealth Partners’s Calamos Convertible and High Income Fund CHY Stock Holding History

Semus Wealth Partners’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
2024 Q2	–	Sell	-10,760	Closed	-$127K	–	116
2024 Q1	$127K	Buy	10,760 +11	+0.1%	+$130	0.11%	125
2023 Q4	$123K	Sell	10,749 -413	-4%	-$4.67K	0.1%	127
2023 Q3	$125K	Buy	11,162 +11	+0.1%	+$124	0.12%	115
2023 Q2	$125K	Sell	11,151 -360	-3%	-$3.85K	0.12%	116
2023 Q1	$126K	Sell	11,511 -2,727	-19%	-$32.4K	0.14%	110
2022 Q4	$150K	Buy	+14,238	New	+$159K	0.18%	108

Other funds holding CHY

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

DBIA

Dumont & Blake Investment Advisors Princeton, New Jersey $400M AUM 21.87% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Semus Wealth Partners's CHY Position: Q2 2024 in Review

Semus Wealth Partners sold out of Calamos Convertible and High Income Fund (CHY) in Q2 2024, closing a stake of 10,760 shares — an estimated $127K sold.

Semus Wealth Partners first reported a position in CHY in Q4 2022 and held it in 6 quarters. The position peaked at $150K in Q4 2022. 122 funds tracked by Wall St. Rank hold CHY as of Q2 2024.

Semus Wealth Partners reported no remaining Calamos Convertible and High Income Fund position as of Q2 2024 after selling out during the quarter.
Semus Wealth Partners sold 10,760 Calamos Convertible and High Income Fund shares in Q2 2024, an estimated $127K.
Semus Wealth Partners first reported a position in Calamos Convertible and High Income Fund in Q4 2022 and held it in 6 quarters.
Semus Wealth Partners's Calamos Convertible and High Income Fund position peaked at $150K in Q4 2022.
122 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2024.

Based on Semus Wealth Partners's 13F filing for Q2 2024, filed 31 Jul 2024.