Calamos Conv. Opptys. & Income Fund shares owned by Institute For Wealth Management
Quarter-by-quarter ownership of Calamos Conv. Opptys. & Income Fund (CHI) shares owned by Institute For Wealth Management
from 13F filings
Historical chart of Institute For Wealth Management investment in Calamos Conv. Opptys. & Income Fund
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Quarterly reported holdings in Calamos Conv. Opptys. & Income Fund by Institute For Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $668k | 62k | 10.79 |
| 2025-06-30 | $624k | 59k | 10.52 |
| 2025-03-31 | $515k | 54k | 9.59 |
| 2024-12-31 | $625k | 52k | 11.94 |
| 2024-09-30 | $539k | 46k | 11.64 |
| 2024-06-30 | $524k | 45k | 11.64 |
| 2024-03-31 | $460k | 41k | 11.35 |
| 2023-12-31 | $477k | 46k | 10.36 |
| 2023-09-30 | $499k | 47k | 10.54 |
| 2023-06-30 | $509k | 45k | 11.20 |
| 2023-03-31 | $457k | 43k | 10.52 |
| 2022-12-31 | $356k | 34k | 10.51 |
| 2022-09-30 | $327k | 34k | 9.65 |
| 2022-06-30 | $407k | 38k | 10.73 |
| 2022-03-31 | $508k | 39k | 13.20 |
| 2021-12-31 | $564k | 37k | 15.12 |
| 2021-09-30 | $554k | 37k | 14.96 |
| 2021-06-30 | $502k | 33k | 15.18 |
| 2021-03-31 | $401k | 28k | 14.23 |
| 2020-12-31 | $359k | 27k | 13.54 |
| 2020-09-30 | $253k | 23k | 10.99 |
| 2020-06-30 | $243k | 23k | 10.65 |
| 2020-03-31 | $183k | 22k | 8.34 |
| 2019-12-31 | $228k | 228 | 1000.00 |
| 2019-09-30 | $201k | 19k | 10.40 |
| 2019-06-30 | $154k | 15k | 10.53 |
| 2019-03-31 | $115k | 11k | 10.11 |
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