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BOLTON SECURITIES CORPORATION’s Calamos Convertible Opportunities and Income Fund CHI Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$268K Hold
23,463
– – 0.01% 800
2026
Q2 		$315K Hold
23,463
– – 0.01% 751
2026
Q1 		$252K Buy
+23,463
New +$263K 0.01% 745
2025
Q3 		$43.2K Buy
+4,000
New +$41.9K ﹤0.01% 1178
2025
Q1 		$38.4K Buy
+4,000
New +$43.4K ﹤0.01% 1112

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Advisors Asset Management
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Samalin Investment Counsel
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Marathon Strategic Advisors
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Harbour Investments
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BOLTON SECURITIES CORPORATION's CHI Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Calamos Convertible Opportunities and Income Fund (CHI) position steady in Q3 2026 at 23,463 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #800.

BOLTON SECURITIES CORPORATION first reported a position in CHI in Q1 2025 and has held it in 5 quarters since. The position peaked at $315K in Q2 2026. 96 funds tracked by Wall St. Rank hold CHI as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 23,463 shares of Calamos Convertible Opportunities and Income Fund worth $268K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its Calamos Convertible Opportunities and Income Fund share count unchanged in Q3 2026.
  • Calamos Convertible Opportunities and Income Fund made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #800 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Calamos Convertible Opportunities and Income Fund in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Calamos Convertible Opportunities and Income Fund position peaked at $315K in Q2 2026.
  • 96 funds tracked by Wall St. Rank held Calamos Convertible Opportunities and Income Fund as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.