SIMG
CHI

Sonora Investment Management Group’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Sonora Investment Management Group’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
2025
Q3 		$176K Hold
16,350
– – 0.01% 276
2025
Q2 		$172K Hold
16,350
– – 0.01% 281
2025
Q1 		$157K Sell
16,350
-9,000
-36% -$97.7K 0.01% 281
2024
Q4 		$303K Sell
25,350
-1,000
-4% -$11.9K 0.02% 217
2024
Q3 		$307K Hold
26,350
– – 0.02% 219
2024
Q2 		$299K Hold
26,350
– – 0.02% 223
2024
Q1 		$299K Buy
26,350
+200
+0.8% +$2.18K 0.02% 224
2023
Q4 		$271K Buy
26,150
+2,500
+11% +$25.7K 0.02% 221
2023
Q3 		$249K Buy
23,650
+2,000
+9% +$21.8K 0.02% 213
2023
Q2 		$242K Buy
21,650
+3,150
+17% +$33.4K 0.02% 227
2023
Q1 		$195K Buy
18,500
+1,000
+6% +$11.5K 0.02% 253
2022
Q4 		$184K Sell
17,500
-8,850
-34% -$95.6K 0.02% 250
2022
Q3 		$282K Hold
26,350
– – 0.04% 162
2022
Q2 		$282K Buy
26,350
+3,300
+14% +$39.1K 0.03% 195
2022
Q1 		$304K Buy
23,050
+2,300
+11% +$31K 0.03% 167
2021
Q4 		$314K Buy
+20,750
New +$322K 0.04% 165

Other funds holding CHI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sonora Investment Management Group's CHI Position: Q3 2025 in Review

Sonora Investment Management Group held its Calamos Convertible Opportunities and Income Fund (CHI) position steady in Q3 2025 at 16,350 shares worth $176K. The position accounts for 0.01% of the portfolio, ranked #276.

Sonora Investment Management Group first reported a position in CHI in Q4 2021 and has held it in 16 quarters since. The position peaked at $314K in Q4 2021. 130 funds tracked by Wall St. Rank hold CHI as of Q3 2025.

  • Sonora Investment Management Group held 16,350 shares of Calamos Convertible Opportunities and Income Fund worth $176K as of Q3 2025.
  • Sonora Investment Management Group left its Calamos Convertible Opportunities and Income Fund share count unchanged in Q3 2025.
  • Calamos Convertible Opportunities and Income Fund made up 0.01% of Sonora Investment Management Group's portfolio in Q3 2025, its #276 holding.
  • Sonora Investment Management Group first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2021 and has held it in 16 quarters since.
  • Sonora Investment Management Group's Calamos Convertible Opportunities and Income Fund position peaked at $314K in Q4 2021.
  • 130 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.