Wedbush Securities’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

Wedbush Securities’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	$229K	Hold	17,050	–	–	0.01%	1124
2026 Q1	$183K	Hold	17,050	–	–	0.01%	1149
2025 Q4	$179K	Hold	17,050	–	–	0.01%	1132
2025 Q3	$184K	Hold	17,050	–	–	0.01%	1087
2025 Q2	$179K	Buy	17,050 +20	+0.1%	+$200	0.01%	1070
2025 Q1	$163K	Buy	17,030 +10	+0.1%	+$109	0.01%	1030
2024 Q4	$203K	Hold	17,020	–	–	0.01%	1028
2024 Q3	$198K	Buy	17,020 +10	+0.1%	+$115	0.01%	1003
2024 Q2	$198K	Hold	17,010	–	–	0.01%	1084
2024 Q1	$193K	Hold	17,010	–	–	0.01%	1114
2023 Q4	$176K	Hold	17,010	–	–	0.01%	984
2023 Q3	$179K	Hold	17,010	–	–	0.01%	940
2023 Q2	$191K	Buy	17,010 +10	+0.1%	+$106	0.01%	943
2023 Q1	$179K	Sell	17,000 -200	-1%	-$2.31K	0.01%	960
2022 Q4	$181K	Hold	17,200	–	–	0.01%	931
2022 Q3	$166K	Hold	17,200	–	–	0.01%	922
2022 Q2	$184K	Sell	17,200 -589	-3%	-$6.98K	0.01%	945
2022 Q1	$235K	Buy	+17,789	New	+$240K	0.01%	913

Other funds holding CHI

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Wedbush Securities's CHI Position: Q2 2026 in Review

Wedbush Securities held its Calamos Convertible Opportunities and Income Fund (CHI) position steady in Q2 2026 at 17,050 shares worth $229K. The position accounts for 0.01% of the portfolio, ranked #1124.

Wedbush Securities first reported a position in CHI in Q1 2022 and has held it in 18 quarters since. The position peaked at $235K in Q1 2022. 135 funds tracked by Wall St. Rank hold CHI as of Q2 2026.

Wedbush Securities held 17,050 shares of Calamos Convertible Opportunities and Income Fund worth $229K as of Q2 2026.
Wedbush Securities left its Calamos Convertible Opportunities and Income Fund share count unchanged in Q2 2026.
Calamos Convertible Opportunities and Income Fund made up 0.01% of Wedbush Securities's portfolio in Q2 2026, its #1124 holding.
Wedbush Securities first reported a position in Calamos Convertible Opportunities and Income Fund in Q1 2022 and has held it in 18 quarters since.
Wedbush Securities's Calamos Convertible Opportunities and Income Fund position peaked at $235K in Q1 2022.
135 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.