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Calamos Conv. Opptys. & Income Fund shares owned by Creekmur Asset Management

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

Historical chart of Creekmur Asset 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 Creekmur Asset 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 Creekmur Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7k 156 10.82
2025-06-30 $1.6k 152 10.55
2025-03-31 $20 2 10.00
2024-12-31 $199 17 11.76
2024-09-30 $253 22 11.50
2024-06-30 $11k 907 11.64
2024-03-31 $44k 3.9k 11.35
2023-12-31 $133k 13k 10.36

More positions owned by Creekmur Asset Management

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFD)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Capital Grp Fixed Incm Etf T Ultra Short Inco (CGUI)
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)
Ishares Tr Core Msci Total (IXUS)
Caterpillar (CAT)
Pimco Etf Tr Active Bd Etf (BOND)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Global X Fds 1-3 Month T-bill (CLIP)
Amazon (AMZN)

View all positions for Creekmur Asset Management

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