KFA Private Wealth Group »

Calamos Conv. Opptys. & Income Fund shares owned by KFA Private Wealth Group

Quarter-by-quarter ownership of Calamos Conv. Opptys. & Income Fund (CHI) shares owned by KFA Private Wealth Group from 13F filings

Historical chart of KFA Private Wealth Group 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 KFA Private Wealth Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Calamos Conv. Opptys. & Income Fund by KFA Private Wealth Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 101k 10.79
2025-06-30 $1.0M 97k 10.52
2025-03-31 $940k 98k 9.59
2024-12-31 $416k 35k 11.94

More positions owned by KFA Private Wealth Group

Ishares Tr Core S&p500 Etf (IVV)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Short Treas Bd (SHV)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Ttl Stk (ITOT)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Value Etf (VTV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core 1 5 Yr Usd (ISTB)

View all positions for KFA Private Wealth Group

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