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Calamos Conv. Opptys. & Income Fund shares owned by Calton & Associates

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

Historical chart of Calton & Associates 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 Calton & Associates 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 Calton & Associates

Quarter filed Position value Share count Share price at filing
2024-09-30 $214k 18k 11.64
2023-03-31 $121k 12k 10.52
2018-06-30 $153k 13k 12.28
2018-03-31 $137k 12k 11.07
2017-12-31 $65k 5.8k 11.26

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Northern Lts Fd Tr Ii Peakshares Secto (PSTR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard World Mega Cap Index (MGC)
Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard World Health Car Etf (VHT)
Spdr Ser Tr Prtflo S&p500 Hi (SPYD)
Select Sector Spdr Tr Technology (XLK)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ssga Active Etf Tr Blackstone Senr (SRLN)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)

View all positions for Calton & Associates

Top funds holding Calamos Conv. Opptys. & Income Fund

UBS Group
Wells Fargo & Company
Morgan Stanley
Bank of America Corporation
D.A. Davidson & Co.
Guggenheim Capital, LLC Managers
Commonwealth Equity Services
LPL Financial
Ameriprise Financial
Baird Financial
Raymond James Financial
H D Vest Advisory Services
Apollon Wealth Management
Creekside Partners
Raymond James Financial Services Advisors

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