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Calamos Conv. Opptys. & Income Fund shares owned by Marathon Strategic Advisors

Quarter-by-quarter ownership of Calamos Conv. Opptys. & Income Fund (CHI) shares owned by Marathon Strategic Advisors from 13F filings

Historical chart of Marathon Strategic Advisors 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 Marathon Strategic Advisors 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 Marathon Strategic Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.2M 193k 11.64
2024-06-30 $2.2M 188k 11.64
2023-12-31 $1.9M 181k 10.36

More positions owned by Marathon Strategic Advisors

SPDR DJ Wilshire Large Cap (SPLG)
iShares S&P 500 Index (IVV)
SPDR S&P Emerging Markets (SPEM)
SPDR S&P World ex-US (SPDW)
SPDR DJ Wilshire Mid Cap (SPMD)
Vanguard Europe Pacific ETF (VEA)
Vanguard Global ex-US Real Est Etf2 (VNQI)
Vanguard Mid-Cap ETF (VO)
Vanguard Emerging Markets ETF (VWO)
Vanguard REIT Index Etf2 (VNQ)
Blackrock Floating Rate Income Etf (FRA)
Vaneck Vectors Junior Gold Min Etf2 (GDXJ)
Calamos Convertible Opportunit Etf (CHI)
WisdomTree SmallCap Dividend Fund (DES)
Spdr Ser Tr spdr russel 2000 (SPSM)

View all positions for Marathon Strategic Advisors

Top funds holding Calamos Conv. Opptys. & Income Fund

Wells Fargo & Company
Bank of America Corporation
Morgan Stanley
D.A. Davidson & Co.
Guggenheim Capital, LLC Managers
Commonwealth Equity Services
LPL Financial
Cohen & Steers Capital Management
H D Vest Advisory Services
Lindbrook Capital
Apollon Wealth Management
Raymond James Financial Services Advisors
Royal Bank of Canada
Marathon Strategic Advisors
Harbour Investments

View all funds holding Calamos Conv. Opptys. & Income Fund