Sovran Advisors’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Sovran Advisors’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 Q3	$989K	Buy	+88,655	New	+$1.13M	0.07%	270

Other funds holding CHI

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Samalin Investment Counsel Chappaqua, New York $319M AUM 12.97% 1-Year Est. Return

Marathon Strategic Advisors Pittsburgh, Pennsylvania $171M AUM 48.57% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Grange Capital Beaverton, Oregon $107M AUM 12.73% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

Total Wealth Planning & Management Ponte Vedra Beach, Florida $135M AUM 35.11% 1-Year Est. Return

Sovran Advisors's CHI Position: Q3 2026 in Review

Sovran Advisors opened a new position in Calamos Convertible Opportunities and Income Fund (CHI) in Q3 2026: 88,655 shares worth $989K. The stake represents 0.07% of the portfolio and ranks #270 among its holdings.

55 funds tracked by Wall St. Rank hold CHI as of Q3 2026.

Sovran Advisors held 88,655 shares of Calamos Convertible Opportunities and Income Fund worth $989K as of Q3 2026.
Calamos Convertible Opportunities and Income Fund was a new Sovran Advisors position in Q3 2026.
Calamos Convertible Opportunities and Income Fund made up 0.07% of Sovran Advisors's portfolio in Q3 2026, its #270 holding.
55 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q3 2026.

Based on Sovran Advisors's 13F filing for Q3 2026, filed 2 Nov 2026.