TWPM
CHI

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
2026
Q2 		$1.04M Buy
77,082
+5,646
+8% +$69.6K 0.7% 42
2026
Q1 		$767K Hold
71,436
– – 0.57% 54
2025
Q4 		$749K Buy
+71,436
New +$780K 0.56% 50
2025
Q2 		$796K Hold
75,684
– – 0.64% 41
2025
Q1 		$726K Buy
75,684
+35
+0% +$380 0.69% 37
2024
Q4 		$903K Buy
+75,649
New +$898K 0.82% 25

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

Total Wealth Planning & Management's CHI Position: Q2 2026 in Review

Total Wealth Planning & Management increased its Calamos Convertible Opportunities and Income Fund (CHI) stake by 7.9% in Q2 2026, buying an estimated $69.6K and bringing the position to 77,082 shares worth $1.04M. The position accounts for 0.7% of the portfolio, ranked #42.

Total Wealth Planning & Management first reported a position in CHI in Q4 2024 and has held it in 6 quarters since. 135 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

  • Total Wealth Planning & Management held 77,082 shares of Calamos Convertible Opportunities and Income Fund worth $1.04M as of Q2 2026.
  • Total Wealth Planning & Management bought 5,646 Calamos Convertible Opportunities and Income Fund shares in Q2 2026, an estimated $69.6K.
  • Calamos Convertible Opportunities and Income Fund made up 0.7% of Total Wealth Planning & Management's portfolio in Q2 2026, its #42 holding.
  • Total Wealth Planning & Management first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2024 and has held it in 6 quarters since.
  • 135 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.