HALBERT HARGROVE GLOBAL ADVISORS, LLC

Position in CHI — Calamos Convertible Opportunities & Income Fund

CIK 1484205 LONG BEACH, CA

Position in CHI

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$222,432

+$7,095 QoQ

Shares Held

16,550

-17.5% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#24

of 49 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $1,262,889 across 21 Asset Management names. CHI ranks #1 (17.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CHI	Calamos Convertible Opportunities & Income Fund This page	16,550	$222,432
2	HPI	John Hancock Preferred Income Fund	13,068	$211,832
3	CSQ	Calamos Strategic Total Return Fund	7,837	$161,128
4	EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	13,800	$135,378
5	PDX	PIMCO Dynamic Income Strategy Fund	4,500	$93,690
6	ACP	abrdn Income Credit Strategies Fund	14,000	$72,800
7	PHYS	Sprott Physical Gold Trust	2,400	$72,408
8	JPC	Nuveen Preferred & Income Opportunities Fund	9,000	$70,920

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$222,432	16,550	-17.5%	Shares	Sole	2026-07-21
2026-03-31	$215,337	20,050	0.0%	Shares	Sole	2026-04-17
2025-12-31	$210,124	20,050	0.0%	Shares	Sole	2026-01-23
2025-09-30	$216,339	20,050	+99.5%	Shares	Sole	2025-10-16
2025-06-30	$105,726	10,050	+6.3%	Shares	Sole	2025-07-17
2025-03-31	$90,625	9,450	0.0%	Shares	Sole	2025-04-18
2024-12-31	$112,833	9,450	—	Shares	Sole	2025-07-17
No filing history on record for this holder in this stock.