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Calamos Convertible & Hi Income Fund shares owned by EP Wealth Advisors

Quarter-by-quarter ownership of Calamos Convertible & Hi Income Fund (CHY) shares owned by EP Wealth Advisors from 13F filings

Historical chart of EP Wealth Advisors 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 EP Wealth Advisors 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $189k 17k 11.47
2023-09-30 $184k 17k 11.16
2022-12-31 $180k 17k 10.55
2022-09-30 $166k 17k 10.07
2022-06-30 $184k 17k 11.16
2022-03-31 $232k 17k 14.07
2021-12-31 $267k 17k 16.19

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Top funds holding Calamos Convertible & Hi Income Fund

Bank of America Corporation
Morgan Stanley
LPL Financial
Guggenheim Capital, LLC Managers
Royal Bank of Canada
Pacific Wealth Strategies Group
Wells Fargo & Company
Advisors Asset Management
Advisor Group Holdings
Cohen & Steers Capital Management
Greatmark Investment Partners
Mariner Wealth Advisors
AE Wealth Management
Dumont & Blake Investment Advisors
Janney Montgomery Scott

View all funds holding Calamos Convertible & Hi Income Fund