AE Wealth Management »

Calamos Conv. Opptys. & Income Fund shares owned by AE Wealth Management

Quarter-by-quarter ownership of Calamos Conv. Opptys. & Income Fund (CHI) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Calamos Conv. Opptys. & Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Calamos Conv. Opptys. & Income Fund held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Calamos Conv. Opptys. & Income Fund by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $150k 14k 10.58

More positions owned by AE Wealth Management

Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Ishares Tr Rus Tp200 Gr Etf (IWY)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA)
Aim Etf Products Trust Us Lrgcp B20 Jan (JANW)
Vanguard Index Fds Growth Etf (VUG)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Rus Tp200 Vl Etf (IWX)

View all positions for AE Wealth Management

Top funds holding Calamos Conv. Opptys. & Income Fund

UBS Group
Wells Fargo & Company
Bank of America Corporation
D.A. Davidson & Co.
Guggenheim Capital, LLC Managers
Commonwealth Equity Services
Baird Financial
Advisors Asset Management
Lindbrook Capital
H D Vest Advisory Services
Royal Bank of Canada
Advisor Group Holdings
Apollon Wealth Management
Raymond James Financial Services Advisors
Harbour Investments

View all funds holding Calamos Conv. Opptys. & Income Fund