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Calamos Conv. Opptys. & Income Fund shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth 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 Modern Wealth 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $129k 12k 10.79
2025-06-30 $125k 12k 10.52
2025-03-31 $114k 12k 9.59
2024-12-31 $142k 12k 11.94

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View all positions for Modern Wealth 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