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Calamos Conv. Opptys. & Income Fund shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital 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 SRS Capital 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 SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $438k 38k 11.64
2024-03-31 $312k 27k 11.35
2022-03-31 $59k 4.5k 13.11
2021-12-31 $68k 4.5k 15.11
2021-09-30 $67k 4.5k 14.89
2021-06-30 $68k 4.5k 15.11
2020-12-31 $61k 4.5k 13.56
2020-09-30 $50k 4.5k 11.11
2020-06-30 $48k 4.5k 10.67
2020-03-31 $38k 4.5k 8.44
2019-12-31 $50k 4.5k 11.11
2019-09-30 $47k 4.5k 10.44
2019-06-30 $47k 4.5k 10.44
2018-12-31 $35k 4.0k 8.75
2018-09-30 $48k 4.0k 12.00

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Ishares Tr Ishs 1-5yr Invs (IGSB)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Tips Etf (SCHP)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Rus 2000 Grw Etf (IWO)

View all positions for SRS Capital Advisors

Top funds holding Calamos Conv. Opptys. & Income Fund

Wells Fargo & Company
Morgan Stanley
Bank of America Corporation
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