Stratos Wealth Partners, LTD.

CIK

1612865

City

BEACHWOOD

State / Country

OH

Stock

CHI — Calamos Convertible Opportunities & Income Fund

Top Portfolio Positions

816 positions · $3,769,825,292 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
AAPL	Apple Inc. Technology	1,103,689	$280,105,231	7.43%
NVDA	Nvidia Corp Technology	1,337,996	$233,346,502	6.19%
SPY	Spdr S&P 500 ETF Trust	323,776	$210,564,483	5.59%
MSFT	Microsoft Corp Technology	373,869	$138,395,087	3.67%
QQQ	Invesco Qqq Trust, Series 1	226,775	$130,889,994	3.47%
AMZN	Amazon Com Inc Consumer Cyclical	624,108	$129,982,973	3.45%
GOOGL	Alphabet Inc. Communication Services	336,723	$96,828,065	2.57%
JPM	Jpmorgan Chase & Co Financial Services	235,327	$69,223,790	1.84%
META	Meta Platforms, Inc. Communication Services	120,007	$68,659,604	1.82%
AVGO	Broadcom Inc. Technology	219,728	$68,008,013	1.80%

Portfolio Trend

25 quarters · across all stocks

Holdings in CHI

Compact Export CSV

Shares Held

Position Value (USD)

14 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$293,610	27,338	-13.3%	Shares	Sole	2026-04-28
2025-12-31	$330,361	31,523	+4.2%	Shares	Sole	2026-01-20
2025-09-30	$326,311	30,242	+4.2%	Shares	Sole	2025-11-06
2025-06-30	$305,332	29,024	+11.6%	Shares	Sole	2025-07-29
2022-06-30	$278,902	26,017	-7.0%	Shares	Sole	2022-07-22
2022-03-31	$369,629	27,981	+3.0%	Shares	Sole	2022-04-26
2021-12-31	$410,553	27,171	-1.4%	Shares	Sole	2022-01-14
2021-09-30	$412,707	27,569	+8.8%	Shares	Sole	2021-10-19
2021-06-30	$384,559	25,350	-2.1%	Shares	Sole	2021-07-19
2021-03-31	$368,383	25,906	+7.2%	Shares	Sole	2021-04-27
2020-12-31	$327,356	24,177	+18.9%	Shares	Sole	2021-01-29
2020-09-30	$223,630	20,330	+4.7%	Shares	Sole	2020-10-29
2020-06-30	$206,628	19,420	+24.6%	Shares	Sole	2020-07-28
2020-03-31	$129,978	15,585	—	Shares	Sole	2020-05-04
No 13F history on record for this holder in this stock.