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Calamos Conv. Opptys. & Income Fund shares owned by EP Wealth Advisors

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

Historical chart of EP Wealth Advisors 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 EP Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Calamos Conv. Opptys. & Income Fund by EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $161k 16k 10.36
2023-09-30 $163k 16k 10.54
2023-06-30 $174k 248k 0.70
2023-03-31 $1.0M 1.9k 537.75
2022-12-31 $126k 12k 10.51
2022-09-30 $116k 12k 9.67
2022-06-30 $129k 12k 10.75
2022-03-31 $159k 12k 13.25

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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