ASGL
CHI

Advisory Solutions Group, LLC’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Advisory Solutions Group, LLC’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 		$1.11M Buy
+82,718
New +$1.02M 0.38% 62

Other funds holding CHI

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MSA
Marathon Strategic Advisors Pittsburgh, Pennsylvania $177M AUM 66.85% 1-Year Est. Return
SIC
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
GC
Grange Capital Beaverton, Oregon $108M AUM 18.7% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
TWPM
Total Wealth Planning & Management Ponte Vedra Beach, Florida $148M AUM
LWMM
Legacy Wealth Management (Mississippi) Ridgeland, Mississippi $390M AUM 27.84% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Advisory Solutions Group, LLC's CHI Position: Q2 2026 in Review

Advisory Solutions Group, LLC opened a new position in Calamos Convertible Opportunities and Income Fund (CHI) in Q2 2026: 82,718 shares worth $1.11M. The stake represents 0.38% of the portfolio and ranks #62 among its holdings.

53 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

  • Advisory Solutions Group, LLC held 82,718 shares of Calamos Convertible Opportunities and Income Fund worth $1.11M as of Q2 2026.
  • Calamos Convertible Opportunities and Income Fund was a new Advisory Solutions Group, LLC position in Q2 2026.
  • Calamos Convertible Opportunities and Income Fund made up 0.38% of Advisory Solutions Group, LLC's portfolio in Q2 2026, its #62 holding.
  • 53 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on Advisory Solutions Group, LLC's 13F filing for Q2 2026, filed 29 Jul 2026.