Wealth Enhancement Advisory Services’s Calamos Convertible and High Income Fund CHY Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CHY Stock Details CHY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$141K	Sell	10,257 -2,900	-22%	-$36.6K	﹤0.01%	3714
2026 Q1	$148K	Sell	13,157 -6,024	-31%	-$70.3K	﹤0.01%	3231
2025 Q4	$224K	Buy	19,181 +3,633	+23%	+$41.6K	﹤0.01%	3184
2025 Q3	$177K	Sell	15,548 -1,544	-9%	-$17K	﹤0.01%	3181
2025 Q2	$189K	Sell	17,092 -398	-2%	-$4.09K	﹤0.01%	3014
2025 Q1	$177K	Buy	17,490 +2,971	+20%	+$32.9K	﹤0.01%	2656
2024 Q4	$176K	Sell	14,519 -757	-5%	-$9.2K	﹤0.01%	2718
2024 Q3	$182K	Buy	15,276 +3,955	+35%	+$45.5K	﹤0.01%	2470
2024 Q2	$126K	Sell	11,321 -3,120	-22%	-$35K	﹤0.01%	2375
2024 Q1	$171K	Sell	14,441 -10,991	-43%	-$130K	﹤0.01%	2225
2023 Q4	$292K	Sell	25,432 -2,363	-9%	-$26.7K	﹤0.01%	1836
2023 Q3	$310K	Buy	+27,795	New	+$313K	﹤0.01%	1723

Other funds holding CHY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

PWSG

Pacific Wealth Strategies Group Santa Barbara, California $174M AUM 21.47% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Wealth Enhancement Advisory Services's CHY Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Calamos Convertible and High Income Fund (CHY) stake by 22% in Q2 2026, selling an estimated $36.6K and leaving 10,257 shares worth $141K. The position accounts for ﹤0.01% of the portfolio, ranked #3714.

Wealth Enhancement Advisory Services first reported a position in CHY in Q3 2023 and has held it in 12 quarters since. The position peaked at $310K in Q3 2023. 135 funds tracked by Wall St. Rank hold CHY as of Q2 2026.

Wealth Enhancement Advisory Services held 10,257 shares of Calamos Convertible and High Income Fund worth $141K as of Q2 2026.
Wealth Enhancement Advisory Services sold 2,900 Calamos Convertible and High Income Fund shares in Q2 2026, an estimated $36.6K.
Calamos Convertible and High Income Fund made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3714 holding.
Wealth Enhancement Advisory Services first reported a position in Calamos Convertible and High Income Fund in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Calamos Convertible and High Income Fund position peaked at $310K in Q3 2023.
135 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q2 2026.

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