WAS
CHI

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

Winch 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
2025
Q1 		– Sell
-2
Closed -$21 – 502
2024
Q4 		$21 Sell
2
-303
-99% -$3.6K ﹤0.01% 538
2024
Q3 		$3.55K Buy
+305
New +$3.5K ﹤0.01% 341

Other funds holding CHI

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Winch Advisory Services's CHI Position: Q1 2025 in Review

Winch Advisory Services sold out of Calamos Convertible Opportunities and Income Fund (CHI) in Q1 2025, closing a stake of 2 shares — an estimated $21 sold.

Winch Advisory Services first reported a position in CHI in Q3 2024 and held it in 2 quarters. The position peaked at $3.55K in Q3 2024. 120 funds tracked by Wall St. Rank hold CHI as of Q1 2025.

  • Winch Advisory Services reported no remaining Calamos Convertible Opportunities and Income Fund position as of Q1 2025 after selling out during the quarter.
  • Winch Advisory Services sold 2 Calamos Convertible Opportunities and Income Fund shares in Q1 2025, an estimated $21.
  • Winch Advisory Services first reported a position in Calamos Convertible Opportunities and Income Fund in Q3 2024 and held it in 2 quarters.
  • Winch Advisory Services's Calamos Convertible Opportunities and Income Fund position peaked at $3.55K in Q3 2024.
  • 120 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q1 2025.

Based on Winch Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.