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

SteelPeak Wealth’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
2025 Q4	–	Sell	-10,000	Closed	-$112K	–	552
2025 Q3	$112K	Hold	10,000	–	–	﹤0.01%	556
2025 Q2	$110K	Hold	10,000	–	–	﹤0.01%	512
2025 Q1	$101K	Hold	10,000	–	–	﹤0.01%	511
2024 Q4	$122K	Hold	10,000	–	–	0.01%	512
2024 Q3	$119K	Hold	10,000	–	–	0.01%	474
2024 Q2	$112K	Hold	10,000	–	–	0.01%	486
2024 Q1	$118K	Buy	+10,000	New	+$118K	0.01%	447

Other funds holding CHY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SteelPeak Wealth's CHY Position: Q4 2025 in Review

SteelPeak Wealth sold out of Calamos Convertible and High Income Fund (CHY) in Q4 2025, closing a stake of 10,000 shares — an estimated $112K sold.

SteelPeak Wealth first reported a position in CHY in Q1 2024 and held it in 7 quarters. The position peaked at $122K in Q4 2024. 128 funds tracked by Wall St. Rank hold CHY as of Q4 2025.

SteelPeak Wealth reported no remaining Calamos Convertible and High Income Fund position as of Q4 2025 after selling out during the quarter.
SteelPeak Wealth sold 10,000 Calamos Convertible and High Income Fund shares in Q4 2025, an estimated $112K.
SteelPeak Wealth first reported a position in Calamos Convertible and High Income Fund in Q1 2024 and held it in 7 quarters.
SteelPeak Wealth's Calamos Convertible and High Income Fund position peaked at $122K in Q4 2024.
128 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q4 2025.

Based on SteelPeak Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.