Spire Wealth Management’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Spire Wealth Management’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
2022 Q3	–	Sell	-1,800	Closed	-$19K	–	2231
2022 Q2	$19K	Sell	1,800 -3,495	-66%	-$41.4K	﹤0.01%	1685
2022 Q1	$70K	Buy	5,295 +70	+1%	+$943	﹤0.01%	1313
2021 Q4	$79K	Sell	5,225 -1,000	-16%	-$15.5K	﹤0.01%	1511
2021 Q3	$93K	Sell	6,225 -6,000	-49%	-$92.1K	﹤0.01%	1218
2021 Q2	$185K	Buy	12,225 +6,000	+96%	+$89.5K	0.01%	964
2021 Q1	$89K	Buy	+6,225	New	+$88.2K	﹤0.01%	1444

Other funds holding CHI

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

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

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

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Spire Wealth Management's CHI Position: Q3 2022 in Review

Spire Wealth Management sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q3 2022, closing a stake of 1,800 shares — an estimated $19K sold.

Spire Wealth Management first reported a position in CHI in Q1 2021 and held it in 6 quarters. The position peaked at $185K in Q2 2021. 104 funds tracked by Wall St. Rank hold CHI as of Q3 2022.

Spire Wealth Management reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q3 2022 after selling out during the quarter.
Spire Wealth Management sold 1,800 Calamos Convertible Opportunities and Income Fund shares in Q3 2022, an estimated $19K.
Spire Wealth Management first reported a position in Calamos Convertible Opportunities and Income Fund in Q1 2021 and held it in 6 quarters.
Spire Wealth Management's Calamos Convertible Opportunities and Income Fund position peaked at $185K in Q2 2021.
104 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q3 2022.

Based on Spire Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.