SC
CHY

Stephens Consulting’s Calamos Convertible and High Income Fund CHY Stock Holding History

Stephens Consulting’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 		$6.91K Hold
600
– – ﹤0.01% 270
2025
Q3 		$6.73K Hold
600
– – ﹤0.01% 256
2025
Q2 		$6.59K Hold
600
– – ﹤0.01% 370
2025
Q1 		$6.06K Buy
+600
New +$6.63K ﹤0.01% 373

Other funds holding CHY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Stephens Consulting's CHY Position: Q4 2025 in Review

Stephens Consulting held its Calamos Convertible and High Income Fund (CHY) position steady in Q4 2025 at 600 shares worth $6.91K. The position accounts for ﹤0.01% of the portfolio, ranked #270.

Stephens Consulting first reported a position in CHY in Q1 2025 and has held it in 4 quarters since. 128 funds tracked by Wall St. Rank hold CHY as of Q4 2025.

  • Stephens Consulting held 600 shares of Calamos Convertible and High Income Fund worth $6.91K as of Q4 2025.
  • Stephens Consulting left its Calamos Convertible and High Income Fund share count unchanged in Q4 2025.
  • Calamos Convertible and High Income Fund made up ﹤0.01% of Stephens Consulting's portfolio in Q4 2025, its #270 holding.
  • Stephens Consulting first reported a position in Calamos Convertible and High Income Fund in Q1 2025 and has held it in 4 quarters since.
  • 128 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q4 2025.

Based on Stephens Consulting's 13F filing for Q4 2025, filed 13 Jan 2026.