WE
CHI

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

Wealth Effects’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 		$248K Buy
18,472
+67
+0.4% +$826 0.07% 214
2026
Q1 		$198K Sell
18,405
-675
-4% -$7.58K 0.07% 219
2025
Q4 		$200K Buy
19,080
+1,074
+6% +$11.7K 0.06% 202
2025
Q3 		$194K Buy
18,006
+1,074
+6% +$11.3K 0.06% 203
2025
Q2 		$178K Sell
16,932
-921
-5% -$9.21K 0.07% 192
2025
Q1 		$171K Sell
17,853
-329
-2% -$3.57K 0.07% 185
2024
Q4 		$217K Buy
18,182
+63
+0.3% +$748 0.08% 193
2024
Q3 		$211K Buy
18,119
+1,063
+6% +$12.2K 0.07% 192
2024
Q2 		$199K Sell
17,056
-3,071
-15% -$34.6K 0.07% 190
2024
Q1 		$228K Buy
20,127
+41
+0.2% +$446 0.08% 184
2023
Q4 		$208K Sell
20,086
-4,172
-17% -$43K 0.08% 201
2023
Q3 		$256K Sell
24,258
-440
-2% -$4.79K 0.13% 144
2023
Q2 		$277K Sell
24,698
-2,240
-8% -$23.7K 0.12% 143
2023
Q1 		$283K Sell
26,938
-246
-0.9% -$2.84K 0.15% 140
2022
Q4 		$286K Sell
27,184
-44
-0.2% -$475 0.16% 138
2022
Q3 		$263K Sell
27,228
-950
-3% -$11.1K 0.16% 128
2022
Q2 		$302K Buy
28,178
+48
+0.2% +$569 0.18% 120
2022
Q1 		$372K Buy
28,130
+40
+0.1% +$539 0.17% 116
2021
Q4 		$424K Buy
+28,090
New +$435K 0.18% 114

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

Wealth Effects's CHI Position: Q2 2026 in Review

Wealth Effects increased its Calamos Convertible Opportunities and Income Fund (CHI) stake by 0.36% in Q2 2026, buying an estimated $826 and bringing the position to 18,472 shares worth $248K. The position accounts for 0.07% of the portfolio, ranked #214.

Wealth Effects first reported a position in CHI in Q4 2021 and has held it in 19 quarters since. The position peaked at $424K in Q4 2021. 135 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

  • Wealth Effects held 18,472 shares of Calamos Convertible Opportunities and Income Fund worth $248K as of Q2 2026.
  • Wealth Effects bought 67 Calamos Convertible Opportunities and Income Fund shares in Q2 2026, an estimated $826.
  • Calamos Convertible Opportunities and Income Fund made up 0.07% of Wealth Effects's portfolio in Q2 2026, its #214 holding.
  • Wealth Effects first reported a position in Calamos Convertible Opportunities and Income Fund in Q4 2021 and has held it in 19 quarters since.
  • Wealth Effects's Calamos Convertible Opportunities and Income Fund position peaked at $424K in Q4 2021.
  • 135 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.