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BOLTON SECURITIES CORPORATION’s Calamos Convertible and High Income Fund CHY Stock Holding History

BOLTON SECURITIES CORPORATION’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
Q3 		$213K Sell
18,176
-1,700
-9% -$21.9K 0.01% 872
2026
Q2 		$271K Sell
19,876
-300
-1% -$3.79K 0.01% 799
2026
Q1 		$220K Buy
+20,176
New +$236K 0.01% 784
2025
Q3 		$32.2K Buy
+2,868
New +$31.6K ﹤0.01% 1267
2025
Q1 		$30.6K Buy
+3,033
New +$33.5K ﹤0.01% 1178

Other funds holding CHY

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Pacific Wealth Strategies Group
Pacific Wealth Strategies Group Santa Barbara, California $185M AUM 15.03% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Greatmark Investment Partners
Greatmark Investment Partners Columbus, Georgia $931M AUM 15.38% 1-Year Est. Return
MAM
Morse Asset Management Darien, Connecticut $579M AUM 50.13% 1-Year Est. Return
Dumont & Blake Investment Advisors
Dumont & Blake Investment Advisors Princeton, New Jersey $398M AUM 22.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's CHY Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION reduced its Calamos Convertible and High Income Fund (CHY) stake by 8.6% in Q3 2026, selling an estimated $21.9K and leaving 18,176 shares worth $213K. The position accounts for 0.01% of the portfolio, ranked #872.

BOLTON SECURITIES CORPORATION first reported a position in CHY in Q1 2025 and has held it in 5 quarters since. The position peaked at $271K in Q2 2026. 91 funds tracked by Wall St. Rank hold CHY as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 18,176 shares of Calamos Convertible and High Income Fund worth $213K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION sold 1,700 Calamos Convertible and High Income Fund shares in Q3 2026, an estimated $21.9K.
  • Calamos Convertible and High Income Fund made up 0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #872 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Calamos Convertible and High Income Fund in Q1 2025 and has held it in 5 quarters since.
  • BOLTON SECURITIES CORPORATION's Calamos Convertible and High Income Fund position peaked at $271K in Q2 2026.
  • 91 funds tracked by Wall St. Rank held Calamos Convertible and High Income Fund as of Q3 2026.

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