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Calamos Convertible & Hi Income Fund shares owned by United Financial Planning Group

Quarter-by-quarter ownership of Calamos Convertible & Hi Income Fund (CHY) shares owned by United Financial Planning Group from 13F filings

Historical chart of United Financial Planning Group investment in Calamos Convertible & Hi Income Fund

Tip: Access up to 7 years of quarterly data

All positions including Calamos Convertible & Hi Income Fund held by United Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Calamos Convertible & Hi Income Fund by United Financial Planning Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $136k 10k 13.62

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Vanguard Value Index Etf (VTV)
Vanguard Growth Index Etf (VUG)
Vanguard Ftse Developed Etf (VEA)
Ishares Core S&p Mid-cap Etf (IJH)
Ishares Core S&p Etf (IJR)
Ishares Core Msci Etf (IEMG)
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Vanguard Mid-cap Index Etf (VO)
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Ishares 1-5 Year Etf (IGSB)
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View all positions for United Financial Planning Group

Top funds holding Calamos Convertible & Hi Income Fund

LPL Financial
Wells Fargo & Company
Bank of America Corporation
Morgan Stanley
Guggenheim Capital, LLC Managers
Cohen & Steers Capital Management
Pacific Wealth Strategies Group
Raymond James Financial
Advisors Asset Management
Advisor Group Holdings
Greatmark Investment Partners
Royal Bank of Canada
Dumont & Blake Investment Advisors
Morse Asset Management
UBS Group

View all funds holding Calamos Convertible & Hi Income Fund