Thurston Springer Miller Herd & Titak’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Thurston Springer Miller Herd & Titak’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	$13.4K	Hold	1,000	–	–	﹤0.01%	774
2026 Q1	$10.7K	Hold	1,000	–	–	﹤0.01%	896
2025 Q4	$10.5K	Hold	1,000	–	–	﹤0.01%	915
2025 Q3	$10.8K	Hold	1,000	–	–	0.02%	346
2025 Q2	$10.5K	Hold	1,000	–	–	﹤0.01%	1132
2025 Q1	$9.59K	Hold	1,000	–	–	﹤0.01%	1134
2024 Q4	$11.9K	Hold	1,000	–	–	﹤0.01%	847
2024 Q3	$11.6K	Buy	+1,000	New	+$11.5K	﹤0.01%	978

Other funds holding CHI

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Thurston Springer Miller Herd & Titak's CHI Position: Q2 2026 in Review

Thurston Springer Miller Herd & Titak held its Calamos Convertible Opportunities and Income Fund (CHI) position steady in Q2 2026 at 1,000 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #774.

Thurston Springer Miller Herd & Titak first reported a position in CHI in Q3 2024 and has held it in 8 quarters since. 135 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

Thurston Springer Miller Herd & Titak held 1,000 shares of Calamos Convertible Opportunities and Income Fund worth $13.4K as of Q2 2026.
Thurston Springer Miller Herd & Titak left its Calamos Convertible Opportunities and Income Fund share count unchanged in Q2 2026.
Calamos Convertible Opportunities and Income Fund made up ﹤0.01% of Thurston Springer Miller Herd & Titak's portfolio in Q2 2026, its #774 holding.
Thurston Springer Miller Herd & Titak first reported a position in Calamos Convertible Opportunities and Income Fund in Q3 2024 and has held it in 8 quarters since.
135 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on Thurston Springer Miller Herd & Titak's 13F filing for Q2 2026, filed 8 Jul 2026.