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

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

Spire Wealth Management's CHY Position: Q2 2026 in Review

Spire Wealth Management increased its Calamos Convertible and High Income Fund (CHY) stake by 2.3% in Q2 2026, buying an estimated $3.55K and bringing the position to 12,743 shares worth $174K. The position accounts for 0.01% of the portfolio, ranked #828.

Spire Wealth Management first reported a position in CHY in Q1 2021 and has held it in 22 quarters since. The position peaked at $427K in Q2 2021. 136 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

  • Spire Wealth Management held 12,743 shares of Calamos Convertible and High Income Fund worth $174K as of Q2 2026.
  • Spire Wealth Management bought 281 Calamos Convertible and High Income Fund shares in Q2 2026, an estimated $3.55K.
  • Calamos Convertible and High Income Fund made up 0.01% of Spire Wealth Management's portfolio in Q2 2026, its #828 holding.
  • Spire Wealth Management first reported a position in Calamos Convertible and High Income Fund in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Calamos Convertible and High Income Fund position peaked at $427K in Q2 2021.
  • 136 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.