Institute for Wealth Management, LLC.
Position in CHI — Calamos Convertible Opportunities & Income Fund
CIK 1533954
DENVER, CO
Position in CHI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$22,780
-$613,854 QoQ
Shares Held
1,695
-97.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#46
of 53 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Institute for Wealth Management, LLC. holds $17,964,075 across 133 Asset Management names. CHI ranks #74 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BXSL |
Blackstone Secured Lending Fund
|
115,773 | $2,744,977 | |
| 2 | BX |
Blackstone Inc.
|
17,555 | $2,065,696 | |
| 3 | KKR |
KKR & Co. Inc.
|
10,154 | $931,934 | |
| 4 | CET |
Central Securities Corp
|
16,394 | $859,865 | |
| 5 | ECF |
Ellsworth Growth & Income Fund Ltd
|
52,289 | $690,737 | |
| 6 | GDV |
Gabelli Dividend & Income Trust
|
18,050 | $530,670 | |
| 7 | APO |
Apollo Global Management, Inc.
|
4,340 | $513,465 | |
| 8 | SPXX |
Nuveen S&P 500 Dynamic Overwrite Fund
|
25,742 | $479,830 |
All Filings in CHI
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,780 | 1,695 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $636,634 | 59,277 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $615,134 | 58,696 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $667,965 | 61,906 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $623,772 | 59,294 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $514,877 | 53,689 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $624,676 | 52,318 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $539,420 | 46,342 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $523,939 | 45,012 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $460,106 | 40,538 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $477,098 | 46,052 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $498,837 | 47,328 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $508,849 | 45,433 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $457,030 | 43,444 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $355,679 | 33,842 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $327,222 | 33,874 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $406,791 | 37,947 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $508,400 | 38,486 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $563,784 | 37,312 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $554,264 | 37,025 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $501,687 | 33,071 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $400,634 | 28,174 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $359,094 | 26,521 | Shares | Sole | 2021-02-01 | |
| 2020-09-30 | $253,319 | 23,029 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $242,826 | 22,822 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $182,996 | 21,942 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||