Visionary Wealth Advisors’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Visionary Wealth Advisors’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
2022 Q2	–	Sell	-10,947	Closed	-$145K	–	441
2022 Q1	$145K	Hold	10,947	–	–	0.01%	414
2021 Q4	$165K	Buy	10,947 +189	+2%	+$2.93K	0.01%	364
2021 Q3	$161K	Buy	10,758 +125	+1%	+$1.92K	0.02%	297
2021 Q2	$161K	Hold	10,633	–	–	0.02%	324
2021 Q1	$151K	Buy	+10,633	New	+$151K	0.02%	312

Other funds holding CHI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Visionary Wealth Advisors's CHI Position: Q2 2022 in Review

Visionary Wealth Advisors sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q2 2022, closing a stake of 10,947 shares — an estimated $145K sold.

Visionary Wealth Advisors first reported a position in CHI in Q1 2021 and held it in 5 quarters. The position peaked at $165K in Q4 2021. 110 funds tracked by Wall St. Rank hold CHI as of Q2 2022.

Visionary Wealth Advisors reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q2 2022 after selling out during the quarter.
Visionary Wealth Advisors sold 10,947 Calamos Convertible Opportunities and Income Fund shares in Q2 2022, an estimated $145K.
Visionary Wealth Advisors first reported a position in Calamos Convertible Opportunities and Income Fund in Q1 2021 and held it in 5 quarters.
Visionary Wealth Advisors's Calamos Convertible Opportunities and Income Fund position peaked at $165K in Q4 2021.
110 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2022.

Based on Visionary Wealth Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.