Sigma Planning »

Calamos Conv. Opptys. & Income Fund shares owned by Sigma Planning

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

Historical chart of Sigma Planning 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 Sigma Planning 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 Sigma Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $374k 35k 10.79
2025-06-30 $408k 39k 10.52
2025-03-31 $579k 60k 9.59
2024-12-31 $702k 59k 11.94
2024-09-30 $607k 52k 11.64
2024-06-30 $608k 52k 11.64
2024-03-31 $579k 51k 11.35
2023-09-30 $789k 75k 10.54
2023-06-30 $831k 74k 11.20
2023-03-31 $935k 89k 10.52
2022-12-31 $918k 87k 10.51
2022-09-30 $791k 82k 9.66
2022-06-30 $847k 79k 10.72
2022-03-31 $991k 75k 13.21
2021-12-31 $1.5M 96k 15.11
2021-09-30 $1.4M 96k 14.97
2021-06-30 $1.5M 101k 15.17
2021-03-31 $1.4M 97k 14.22
2020-12-31 $1.2M 90k 13.54
2020-09-30 $1.0M 92k 11.00
2020-06-30 $1.1M 101k 10.64
2020-03-31 $1.0M 122k 8.34
2019-12-31 $1.3M 118k 11.00
2019-09-30 $1.3M 123k 10.41
2019-06-30 $1.3M 121k 10.51
2019-03-31 $719k 71k 10.14
2018-12-31 $713k 81k 8.86
2018-09-30 $1.3M 107k 12.04
2018-06-30 $1.4M 120k 11.79
2018-03-31 $1.3M 116k 11.10
2017-12-31 $1.2M 108k 11.19
2017-09-30 $1.0M 90k 11.53
2017-06-30 $917k 81k 11.26
2017-03-31 $726k 66k 10.99
2016-12-31 $244k 24k 10.10
2016-09-30 $190k 18k 10.35
2016-06-30 $208k 21k 9.84
2015-03-31 $151k 12k 13.00
2014-12-31 $149k 12k 12.87

More positions owned by Sigma Planning

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Alphabet Cap Stk Cl C (GOOG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Meta Platforms Cl A (META)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Sigma Planning

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