How many shares of CHI does Steward Partners Investment Advisory, LLC own?

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 8,824 shares of CHI (CALAMOS CONV OPPORTUNITIES & I SH BEN INT).

What is Steward Partners Investment Advisory, LLC's CHI position worth?

As of 2026-Q2, Steward Partners Investment Advisory, LLC's CHI position is worth $118,600.

When did Steward Partners Investment Advisory, LLC first buy CHI?

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in CHI in 2019-Q2. They have held the position across 29 quarters.

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Steward Partners Investment Advisory, LLC

CHCHI
29 quarters

Position history for Steward Partners Investment Advisory, LLC's holdings in CALAMOS CONV OPPORTUNITIES & I SH BEN INT

Current Value

$118,600

Current Shares

8,824

Total Value Change

+$76,600

Total Shares Change

+4,788

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Unchanged	8,824	0.0%	$118,600	0.0%	$13.25	0
2026-Q1	Decreased	8,824	-11.0%	$94,769	0.0%	$10.34	0
2025-Q4	Unchanged	9,912	0.0%	$103,881	0.0%	$9.93	0
2025-Q3	Decreased	9,912	-52.1%	$106,948	0.0%	$9.87	0
2025-Q2	Increased	20,675	+0.3%	$217,498	0.0%	$9.36	23
2025-Q1	Decreased	20,615	-43.4%	$197,701	0.0%	$8.29	0
2024-Q4	Decreased	36,446	-5.2%	$435,164	0.0%	$10.14	0
2024-Q3	Increased	38,437	+6.0%	$447,407	0.0%	$9.58	25
2024-Q2	Increased	36,263	+33.0%	$422,107	0.0%	$9.34	31
2024-Q1	Decreased	27,276	-17.8%	$309,579	0.0%	$8.89	0
2023-Q4	Increased	33,185	+5.1%	$343,793	0.0%	$7.97	25
2023-Q3	Increased	31,575	+0.5%	$332,797	0.0%	$7.82	24
2023-Q2	Decreased	31,421	-4.3%	$351,913	0.0%	$8.10	0
2023-Q1	Increased	32,817	+1.1%	$345,236	0.0%	$7.41	24
2022-Q4	Increased	32,473	+16.0%	$341,294	0.0%	$7.28	27
2022-Q3	Increased	27,984	+6.9%	$270,000	0.0%	$6.46	25
2022-Q2	Decreased	26,178	-8.1%	$281,000	0.0%	$7.00	0
2022-Q1	Increased	28,478	+32.0%	$376,000	0.0%	$8.42	30
2021-Q4	Increased	21,566	+115.1%	$326,000	0.0%	$9.49	38
2021-Q3	Decreased	10,026	-0.5%	$150,000	0.0%	$9.18	0
2021-Q2	Decreased	10,079	-57.3%	$153,000	0.0%	$9.13	0
2021-Q1	Increased	23,600	+138.7%	$168M	0.0%	$8.40	49
2020-Q4	Increased	9,889	+0.0%	$134,000	0.0%	$7.89	22
2020-Q3	Increased	9,888	+11.3%	$109,000	0.0%	$6.25	24
2020-Q2	Decreased	8,888	-33.6%	$95,000	0.0%	$5.92	0
2020-Q1	Increased	13,387	+52.4%	$111,000	0.0%	$4.52	31
2019-Q4	Increased	8,787	+91.6%	$96,000	0.0%	$5.87	34
2019-Q3	Increased	4,587	+13.7%	$47,000	0.0%	$5.40	23
2019-Q2	New	4,036	-	$42,000	0.0%	$5.33	28

Other major holders of CHI: BANK OF AMERICA CORP /DE/, UBS Group AG

CHCHI29 quarters

CHCHI
29 quarters