Calamos Conv. Opptys. & Income Fund shares owned by Creative Planning
Quarter-by-quarter ownership of Calamos Conv. Opptys. & Income Fund (CHI) shares owned by Creative Planning
from 13F filings
Historical chart of Creative Planning investment in Calamos Conv. Opptys. & Income Fund
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Quarterly reported holdings in Calamos Conv. Opptys. & Income Fund by Creative Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $119k | 11k | 10.79 |
| 2025-06-30 | $116k | 11k | 10.52 |
| 2024-12-31 | $200k | 17k | 11.94 |
| 2017-06-30 | $104k | 9.2k | 11.26 |
| 2017-03-31 | $88k | 8.0k | 10.95 |
| 2016-12-31 | $68k | 6.8k | 10.04 |
| 2016-09-30 | $60k | 5.8k | 10.40 |
| 2016-06-30 | $19k | 1.9k | 10.00 |
| 2016-03-31 | $18k | 1.9k | 9.47 |
| 2015-12-31 | $153k | 15k | 9.94 |
| 2015-09-30 | $22k | 2.2k | 10.00 |
| 2015-03-31 | $19k | 1.5k | 12.97 |
| 2014-12-31 | $6.0k | 500 | 12.00 |
| 2014-09-30 | $19k | 1.4k | 13.77 |
| 2014-06-30 | $19k | 1.4k | 13.77 |
| 2014-03-31 | $19k | 1.4k | 13.77 |
| 2013-12-31 | $12k | 880 | 13.64 |
| 2011-12-31 | $60k | 5.3k | 11.32 |
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