S
CHI

Sunpointe’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Sunpointe’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
2026
Q2 		$238K Hold
17,745
– – 0.07% 247
2026
Q1 		$191K Hold
17,745
– – 0.06% 258
2025
Q4 		$188K Hold
17,745
– – 0.06% 253
2025
Q3 		$191K Hold
17,745
– – 0.07% 243
2025
Q2 		$187K Buy
+17,745
New +$177K 0.07% 220

Other funds holding CHI

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Sunpointe's CHI Position: Q2 2026 in Review

Sunpointe held its Calamos Convertible Opportunities and Income Fund (CHI) position steady in Q2 2026 at 17,745 shares worth $238K. The position accounts for 0.07% of the portfolio, ranked #247.

Sunpointe first reported a position in CHI in Q2 2025 and has held it in 5 quarters since. 135 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

  • Sunpointe held 17,745 shares of Calamos Convertible Opportunities and Income Fund worth $238K as of Q2 2026.
  • Sunpointe left its Calamos Convertible Opportunities and Income Fund share count unchanged in Q2 2026.
  • Calamos Convertible Opportunities and Income Fund made up 0.07% of Sunpointe's portfolio in Q2 2026, its #247 holding.
  • Sunpointe first reported a position in Calamos Convertible Opportunities and Income Fund in Q2 2025 and has held it in 5 quarters since.
  • 135 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on Sunpointe's 13F filing for Q2 2026, filed 24 Jul 2026.