Steward Financial Group’s Calamos Convertible and High Income Fund CHY Stock Holding History

Steward Financial Group’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
2023 Q3	$3K	Buy	+300	New	+$3.38K	﹤0.01%	805

Other funds holding CHY

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

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

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

AAM

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

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

PWSG

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Steward Financial Group opened a new position in Calamos Convertible and High Income Fund (CHY) in Q3 2023: 300 shares worth $3K. The stake represents ﹤0.01% of the portfolio and ranks #805 among its holdings.

114 funds tracked by Wall St. Rank hold CHY as of Q3 2023.

Steward Financial Group held 300 shares of Calamos Convertible and High Income Fund worth $3K as of Q3 2023.
Calamos Convertible and High Income Fund was a new Steward Financial Group position in Q3 2023.
Calamos Convertible and High Income Fund made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #805 holding.
114 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q3 2023.

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