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Calamos Conv. Opptys. & Income Fund shares owned by Legacy Wealth Management, LLC / MS

Quarter-by-quarter ownership of Calamos Conv. Opptys. & Income Fund (CHI) shares owned by Legacy Wealth Management, LLC / MS from 13F filings

Historical chart of Legacy Wealth Management, LLC / MS investment in Calamos Conv. Opptys. & Income Fund

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All positions including Calamos Conv. Opptys. & Income Fund held by Legacy Wealth Management, LLC / MS 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 Legacy Wealth Management, LLC / MS

Quarter filed Position value Share count Share price at filing
2025-09-30 $589k 55k 10.79
2025-06-30 $241k 23k 10.52
2025-03-31 $128k 13k 9.59
2024-12-31 $590k 49k 11.94