SW
CHY

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
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.6B AUM 27.3% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
PWSG
Pacific Wealth Strategies Group Santa Barbara, California $160M AUM 20.52% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return