Steward Financial Group’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Steward Financial Group’s Portfolio CHI Stock Details CHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	$1K	Buy	+100	New	+$1.09K	﹤0.01%	1113

Other funds holding CHI

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Steward Financial Group's CHI Position: Q3 2023 in Review

Steward Financial Group opened a new position in Calamos Convertible Opportunities and Income Fund (CHI) in Q3 2023: 100 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1113 among its holdings.

108 funds tracked by Wall St. Rank hold CHI as of Q3 2023.

Steward Financial Group held 100 shares of Calamos Convertible Opportunities and Income Fund worth $1K as of Q3 2023.
Calamos Convertible Opportunities and Income Fund was a new Steward Financial Group position in Q3 2023.
Calamos Convertible Opportunities and Income Fund made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1113 holding.
108 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.