SFS
CHY

Summit Financial Strategies’s Calamos Convertible and High Income Fund CHY Stock Holding History

Summit Financial Strategies’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
2026
Q1 		$180K Hold
16,489
– – 0.01% 162
2025
Q4 		$186K Hold
16,489
– – 0.02% 159
2025
Q3 		$185K Hold
16,489
– – 0.02% 150
2025
Q2 		$181K Hold
16,489
– – 0.02% 147
2025
Q1 		$167K Hold
16,489
– – 0.02% 142
2024
Q4 		$200K Hold
16,489
– – 0.02% 142
2024
Q3 		$197K Hold
16,489
– – 0.02% 143
2024
Q2 		$184K Hold
16,489
– – 0.02% 141
2024
Q1 		$195K Hold
16,489
– – 0.03% 144
2023
Q4 		$189K Sell
16,489
-360
-2% -$4.07K 0.03% 137
2023
Q3 		$188K Hold
16,849
– – 0.04% 125
2023
Q2 		$189K Buy
16,849
+360
+2% +$3.85K 0.04% 122
2023
Q1 		$180K Hold
16,489
– – 0.04% 119
2022
Q4 		$174K Hold
16,489
– – 0.04% 117
2022
Q3 		$166K Hold
16,489
– – 0.04% 113
2022
Q2 		$184K Hold
16,489
– – 0.04% 114
2022
Q1 		$232K Hold
16,489
– – 0.05% 103
2021
Q4 		$267K Buy
+16,489
New +$268K 0.05% 98

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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return