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 Q2	$225K	Hold	16,489	–	–	0.02%	150
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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

PWSG

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Summit Financial Strategies's CHY Position: Q2 2026 in Review

Summit Financial Strategies held its Calamos Convertible and High Income Fund (CHY) position steady in Q2 2026 at 16,489 shares worth $225K. The position accounts for 0.02% of the portfolio, ranked #150.

Summit Financial Strategies first reported a position in CHY in Q4 2021 and has held it in 19 quarters since. The position peaked at $267K in Q4 2021. 136 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

Summit Financial Strategies held 16,489 shares of Calamos Convertible and High Income Fund worth $225K as of Q2 2026.
Summit Financial Strategies left its Calamos Convertible and High Income Fund share count unchanged in Q2 2026.
Calamos Convertible and High Income Fund made up 0.02% of Summit Financial Strategies's portfolio in Q2 2026, its #150 holding.
Summit Financial Strategies first reported a position in Calamos Convertible and High Income Fund in Q4 2021 and has held it in 19 quarters since.
Summit Financial Strategies's Calamos Convertible and High Income Fund position peaked at $267K in Q4 2021.
136 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.