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Calamos Conv. Opptys. & Income Fund shares owned by Center for Financial Planning

Quarter-by-quarter ownership of Calamos Conv. Opptys. & Income Fund (CHI) shares owned by Center for Financial Planning from 13F filings

Historical chart of Center for Financial Planning 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 Center for Financial Planning 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 Center for Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $12k 1.1k 10.79
2025-06-30 $12k 1.1k 10.52
2025-03-31 $11k 1.1k 9.59
2020-12-31 $5.0k 400 12.50

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View all positions for Center for Financial Planning

Top funds holding Calamos Conv. Opptys. & Income Fund

UBS Group
Morgan Stanley
Wells Fargo & Company
D.A. Davidson & Co.
LPL Financial
Guggenheim Capital, LLC Managers
Ameriprise Financial
Baird Financial
Commonwealth Equity Services
Raymond James Financial
H D Vest Advisory Services
Grange Capital
Wolverine Asset Management
Marathon Strategic Advisors
Creekside Partners

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