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Tower Research Capital (TRC)’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Tower Research Capital (TRC)’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
Q4 		– Sell
-54
Closed -$583 – 5197
2025
Q3 		$583 Sell
54
-69
-56% -$723 ﹤0.01% 4979
2025
Q2 		$1.29K Buy
+123
New +$1.23K ﹤0.01% 4834
2024
Q2 		– Sell
-69
Closed -$783 – 5712
2024
Q1 		$783 Buy
+69
New +$751 ﹤0.01% 5382
2022
Q2 		– Sell
-100
Closed -$1K – 6106
2022
Q1 		$1K Buy
+100
New +$1.35K ﹤0.01% 5755
2017
Q1 		– Sell
-100
Closed -$1K – 3132
2016
Q4 		$1K Sell
100
-450
-82% -$4.48K ﹤0.01% 3577
2016
Q3 		$6K Buy
+550
New +$5.71K ﹤0.01% 2410
2016
Q1 		– Sell
-434
Closed -$4K – 4182
2015
Q4 		$4K Sell
434
-856
-66% -$8.66K ﹤0.01% 3158
2015
Q3 		$13K Buy
1,290
+646
+100% +$7.14K ﹤0.01% 2086
2015
Q2 		$8K Buy
+644
New +$8.34K ﹤0.01% 2870
2014
Q4 		– Sell
-2
Closed – – 4074
2014
Q3 		$0 Buy
+2
New +$28 ﹤0.01% 4451
2014
Q1 		– Sell
-1,476
Closed -$20K – 4481
2013
Q4 		$20K Buy
+1,476
New +$19.2K ﹤0.01% 2325
2013
Q3 		– Sell
-2,267
Closed -$29K – 4571
2013
Q2 		$29K Buy
+2,267
New +$28.8K ﹤0.01% 1365

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Tower Research Capital (TRC)'s CHI Position: Q4 2025 in Review

Tower Research Capital (TRC) sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q4 2025, closing a stake of 54 shares — an estimated $583 sold.

Tower Research Capital (TRC) first reported a position in CHI in Q2 2013 and held it in 12 quarters. The position peaked at $29K in Q2 2013. 143 funds tracked by Wall St. Rank hold CHI as of Q4 2025.

  • Tower Research Capital (TRC) reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q4 2025 after selling out during the quarter.
  • Tower Research Capital (TRC) sold 54 Calamos Convertible Opportunities and Income Fund shares in Q4 2025, an estimated $583.
  • Tower Research Capital (TRC) first reported a position in Calamos Convertible Opportunities and Income Fund in Q2 2013 and held it in 12 quarters.
  • Tower Research Capital (TRC)'s Calamos Convertible Opportunities and Income Fund position peaked at $29K in Q2 2013.
  • 143 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q4 2025.

Based on Tower Research Capital (TRC)'s 13F filing for Q4 2025, filed 17 Feb 2026.