Total Wealth Planning & Management’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Total Wealth Planning & Management’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
2025 Q2	$796K	Hold
2025 Q1	$726K	Buy
2024 Q4	$903K	Buy