Wealth Enhancement Advisory Services
CHI

Wealth Enhancement Advisory Services’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Wealth Enhancement Advisory Services’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 		$522K Buy
38,867
+2,950
+8% +$36.4K ﹤0.01% 2646
2026
Q1 		$402K Sell
35,917
-30,105
-46% -$338K ﹤0.01% 2503
2025
Q4 		$722K Buy
66,022
+7,998
+14% +$87.3K ﹤0.01% 2191
2025
Q3 		$639K Sell
58,024
-1,186
-2% -$12.4K ﹤0.01% 2168
2025
Q2 		$626K Buy
59,210
+1,896
+3% +$18.9K ﹤0.01% 2053
2025
Q1 		$550K Buy
57,314
+14,764
+35% +$160K ﹤0.01% 1989
2024
Q4 		$508K Sell
42,550
-6,200
-13% -$73.6K ﹤0.01% 1982
2024
Q3 		$567K Buy
48,750
+4,570
+10% +$52.5K ﹤0.01% 1749
2024
Q2 		$514K Sell
44,180
-210
-0.5% -$2.37K ﹤0.01% 1633
2024
Q1 		$504K Buy
44,390
+2,760
+7% +$30.1K ﹤0.01% 1583
2023
Q4 		$431K Sell
41,630
-1,554
-4% -$16K ﹤0.01% 1605
2023
Q3 		$455K Buy
+43,184
New +$470K ﹤0.01% 1483

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 Enhancement Advisory Services's CHI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Calamos Convertible Opportunities and Income Fund (CHI) stake by 8.2% in Q2 2026, buying an estimated $36.4K and bringing the position to 38,867 shares worth $522K. The position accounts for ﹤0.01% of the portfolio, ranked #2646.

Wealth Enhancement Advisory Services first reported a position in CHI in Q3 2023 and has held it in 12 quarters since. The position peaked at $722K in Q4 2025. 135 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 38,867 shares of Calamos Convertible Opportunities and Income Fund worth $522K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 2,950 Calamos Convertible Opportunities and Income Fund shares in Q2 2026, an estimated $36.4K.
  • Calamos Convertible Opportunities and Income Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2646 holding.
  • Wealth Enhancement Advisory Services first reported a position in Calamos Convertible Opportunities and Income Fund in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Calamos Convertible Opportunities and Income Fund position peaked at $722K in Q4 2025.
  • 135 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.