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Calamos Conv. Opptys. & Income Fund shares owned by Compass Financial Management

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

Historical chart of Compass Financial 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 Compass Financial Management 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 Compass Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $15k 1.1k 13.44

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View all positions for Compass Financial Management

Top funds holding Calamos Conv. Opptys. & Income Fund

Bank of America Corporation
UBS Group
Morgan Stanley
Wells Fargo & Company
D.A. Davidson & Co.
LPL Financial
Guggenheim Capital, LLC Managers
Ameriprise Financial
Baird Financial
Commonwealth Equity Services
Advisors Asset Management
Marathon Strategic Advisors
Raymond James Financial
Harbour Investments
Advisor Group Holdings

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