SWM
CHY

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

Spire 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 		$174K Buy
12,743
+281
+2% +$3.55K 0.01% 828
2026
Q1 		$136K Sell
12,462
-849
-6% -$9.91K ﹤0.01% 898
2025
Q4 		$151K Buy
13,311
+328
+3% +$3.76K 0.01% 876
2025
Q3 		$146K Sell
12,983
-6,190
-32% -$68.2K 0.01% 875
2025
Q2 		$211K Buy
19,173
+553
+3% +$5.69K 0.01% 752
2025
Q1 		$188K Buy
18,620
+868
+5% +$9.6K 0.01% 836
2024
Q4 		$216K Buy
17,752
+453
+3% +$5.5K 0.01% 798
2024
Q3 		$206K Buy
17,299
+462
+3% +$5.32K 0.01% 723
2024
Q2 		$188K Sell
16,837
-3,658
-18% -$41K 0.01% 734
2024
Q1 		$242K Buy
20,495
+323
+2% +$3.81K ﹤0.01% 725
2023
Q4 		$232K Sell
20,172
-2,531
-11% -$28.6K 0.01% 716
2023
Q3 		$253K Sell
22,703
-5,209
-19% -$58.7K 0.01% 641
2023
Q2 		$313K Buy
27,912
+747
+3% +$7.98K 0.01% 606
2023
Q1 		$297K Buy
27,165
+1,440
+6% +$17.1K 0.01% 617
2022
Q4 		$271K Buy
25,725
+391
+2% +$4.36K 0.02% 483
2022
Q3 		$256K Sell
25,334
-632
-2% -$7.72K 0.02% 468
2022
Q2 		$290K Buy
25,966
+983
+4% +$12.2K 0.01% 644
2022
Q1 		$352K Buy
24,983
+1,815
+8% +$26K 0.01% 675
2021
Q4 		$375K Sell
23,168
-4,113
-15% -$66.7K 0.01% 810
2021
Q3 		$426K Buy
27,281
+1,103
+4% +$17.8K 0.01% 647
2021
Q2 		$427K Buy
26,178
+9,141
+54% +$144K 0.01% 653
2021
Q1 		$254K Buy
+17,037
New +$254K 0.01% 957

Other funds holding CHY

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CCA
Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return
JWBC
J.W. Burns & Co Dewitt, New York $959M AUM 25.08% 1-Year Est. Return
LWMM
Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
GLLW
Graves Light Lenhart Wealth Harrisonburg, Virginia $1.07B AUM 18.43% 1-Year Est. Return
MA
MKT Advisors Escondido, California $322M AUM 15.36% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $816M AUM 42.46% 1-Year Est. Return