SSWM
CHY

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

Sheets Smith 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
2026
Q2 		$363K Hold
26,681
– – 0.04% 330
2026
Q1 		$291K Hold
26,681
– – 0.03% 349
2025
Q4 		$302K Buy
26,681
+600
+2% +$6.87K 0.03% 348
2025
Q3 		$293K Sell
26,081
-800
-3% -$8.81K 0.03% 349
2025
Q2 		$295K Buy
26,881
+105
+0.4% +$1.08K 0.03% 344
2025
Q1 		$270K Buy
26,776
+95
+0.4% +$1.05K 0.03% 310
2024
Q4 		$324K Buy
26,681
+84
+0.3% +$1.02K 0.04% 309
2024
Q3 		$317K Buy
26,597
+2,085
+9% +$24K 0.04% 313
2024
Q2 		$274K Buy
24,512
+87
+0.4% +$976 0.03% 328
2024
Q1 		$288K Buy
24,425
+80
+0.3% +$943 0.03% 323
2023
Q4 		$279K Sell
24,345
-920
-4% -$10.4K 0.04% 292
2023
Q3 		$282K Buy
25,265
+80
+0.3% +$901 0.04% 277
2023
Q2 		$283K Buy
25,185
+81
+0.3% +$866 0.04% 281
2023
Q1 		$274K Buy
25,104
+71
+0.3% +$843 0.04% 272
2022
Q4 		$264K Sell
25,033
-925
-4% -$10.3K 0.04% 268
2022
Q3 		$262K Buy
25,958
+66
+0.3% +$806 0.04% 259
2022
Q2 		$289K Buy
25,892
+65
+0.3% +$807 0.05% 251
2022
Q1 		$364K Buy
25,827
+4,106
+19% +$58.8K 0.05% 252
2021
Q4 		$351K Buy
21,721
+53
+0.2% +$860 0.04% 285
2021
Q3 		$339K Buy
21,668
+53
+0.2% +$854 0.05% 275
2021
Q2 		$353K Buy
21,615
+53
+0.2% +$837 0.05% 276
2021
Q1 		$321K Buy
21,562
+51
+0.2% +$762 0.05% 265
2020
Q4 		$307K Buy
21,511
+52
+0.2% +$677 0.05% 270
2020
Q3 		$251K Buy
21,459
+55
+0.3% +$653 0.04% 256
2020
Q2 		$243K Buy
21,404
+63
+0.3% +$644 0.05% 220
2020
Q1 		$189K Sell
21,341
-235
-1% -$2.52K 0.04% 261
2019
Q4 		$246K Buy
21,576
+55
+0.3% +$618 0.05% 293
2019
Q3 		$237K Buy
21,521
+54
+0.3% +$606 0.05% 277
2019
Q2 		$237K Buy
21,467
+54
+0.3% +$589 0.05% 293
2019
Q1 		$232K Buy
21,413
+53
+0.2% +$570 0.05% 291
2018
Q4 		$201K Buy
21,360
+56
+0.3% +$597 0.05% 262
2018
Q3 		$283K Sell
21,304
-951
-4% -$12.4K 0.06% 296
2018
Q2 		$284K Buy
22,255
+52
+0.2% +$638 0.07% 271
2018
Q1 		$260K Buy
22,203
+51
+0.2% +$604 0.06% 275
2017
Q4 		$262K Buy
22,152
+51
+0.2% +$605 0.06% 283
2017
Q3 		$263K Buy
22,101
+50
+0.2% +$592 0.07% 273
2017
Q2 		$261K Buy
22,051
+50
+0.2% +$581 0.07% 262
2017
Q1 		$251K Sell
22,001
-12,800
-37% -$143K 0.07% 259
2016
Q4 		$367K Buy
34,801
+151
+0.4% +$1.59K 0.1% 205
2016
Q3 		$381K Buy
34,650
+47
+0.1% +$524 0.11% 192
2016
Q2 		$367K Buy
34,603
+1,050
+3% +$10.8K 0.11% 187
2016
Q1 		$349K Buy
33,553
+1,051
+3% +$10.1K 0.11% 167
2015
Q4 		$342K Sell
32,502
-1,155
-3% -$12.7K 0.1% 172
2015
Q3 		$366K Buy
33,657
+13,198
+65% +$157K 0.12% 147
2015
Q2 		$272K Buy
20,459
+32
+0.2% +$456 0.07% 200
2015
Q1 		$289K Sell
20,427
-1,468
-7% -$20.9K 0.08% 190
2014
Q4 		$303K Buy
21,895
+33
+0.2% +$466 0.08% 195
2014
Q3 		$310K Buy
21,862
+30
+0.1% +$436 0.08% 191
2014
Q2 		$323K Sell
21,832
-171
-0.8% -$2.44K 0.09% 198
2014
Q1 		$297K Buy
22,003
+27
+0.1% +$361 0.08% 201
2013
Q4 		$284K Sell
21,976
-4,973
-18% -$63.5K 0.08% 216
2013
Q3 		$338K Buy
26,949
+28
+0.1% +$346 0.11% 191
2013
Q2 		$334K Buy
+26,921
New +$345K 0.11% 191

Other funds holding CHY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Cohen & Steers
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sheets Smith Wealth Management's CHY Position: Q2 2026 in Review

Sheets Smith Wealth Management held its Calamos Convertible and High Income Fund (CHY) position steady in Q2 2026 at 26,681 shares worth $363K. The position accounts for 0.04% of the portfolio, ranked #330.

Sheets Smith Wealth Management first reported a position in CHY in Q2 2013 and has held it in 53 quarters since. The position peaked at $381K in Q3 2016. 136 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

  • Sheets Smith Wealth Management held 26,681 shares of Calamos Convertible and High Income Fund worth $363K as of Q2 2026.
  • Sheets Smith Wealth Management left its Calamos Convertible and High Income Fund share count unchanged in Q2 2026.
  • Calamos Convertible and High Income Fund made up 0.04% of Sheets Smith Wealth Management's portfolio in Q2 2026, its #330 holding.
  • Sheets Smith Wealth Management first reported a position in Calamos Convertible and High Income Fund in Q2 2013 and has held it in 53 quarters since.
  • Sheets Smith Wealth Management's Calamos Convertible and High Income Fund position peaked at $381K in Q3 2016.
  • 136 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.