Focus Partners Wealth

Position in CHI — Calamos Convertible Opportunities & Income Fund

CIK 1542153 ST LOUIS, MO

Position in CHI

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$1,538,236

+$37,238 QoQ

Shares Held

143,225

0.0% QoQ

Ownership

0.177%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2024

8 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Financial Services · as of Mar 31, 2026

Focus Partners Wealth holds $1,352,411,274 across 170 Asset Management names. CHI ranks #56 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	APO	Apollo Global Management, Inc.	3,254,362	$362,601,014
2	BX	Blackstone Inc.	2,510,528	$288,685,614
3	BLK	BlackRock, Inc.	187,523	$180,342,744
4	BN	BROOKFIELD Corp /ON/	1,434,504	$58,054,376
5	BPRE	Bluerock Private Real Estate Fund	3,020,285	$50,166,933
6	KKR	KKR & Co. Inc.	421,746	$39,011,505
7	EOI	Eaton Vance Enhanced Equity Income Fund	1,472,565	$27,654,770
8	ARCC	Ares Capital Corp	1,163,561	$20,967,369

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,538,236	143,225	0.0%	Shares	Sole	2026-05-15
2025-12-31	$1,500,998	143,225	+10.4%	Shares	Sole	2026-02-13
2025-09-30	$1,400,002	129,750	+0.3%	Shares	Sole	2025-11-14
2025-06-30	$1,361,025	129,375	-11.1%	Shares	Sole	2025-08-14
2025-03-31	$1,395,086	145,473	-0.3%	Shares	Sole	2025-05-20
2024-12-31	$1,742,344	145,925	-0.5%	Shares	Sole	2025-05-29
2024-09-30	$1,706,563	146,612	-0.6%	Shares	Sole	2024-11-14
2024-06-30	$1,716,609	147,475	—	Shares	Sole	2024-08-15
No filing history on record for this holder in this stock.