Mutual Advisors, LLC
Position in CHI — Calamos Convertible Opportunities & Income Fund
CIK 1694080
OMAHA, NE
Position in CHI
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$815,404
+$261,468 QoQ
Shares Held
60,670
+17.6% QoQ
Ownership
0.075%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#37
of 136 holders
Holding Since
Mar 2020
18 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, 2026Mutual Advisors, LLC holds $51,478,825 across 60 Asset Management names. CHI ranks #19 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
354,730 | $6,573,146 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
95,196 | $3,829,735 | |
| 3 | BLK |
BlackRock, Inc.
|
3,287 | $3,160,647 | |
| 4 | CCD |
Calamos Dynamic Convertible & Income Fund
|
100,596 | $2,592,358 | |
| 5 | TROW |
Price T Rowe Group Inc
|
22,681 | $2,578,602 | |
| 6 | BX |
Blackstone Inc.
|
17,958 | $2,113,117 | |
| 7 | TRIN |
Trinity Capital Inc.
|
104,179 | $1,863,762 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
119,705 | $1,781,210 |
All Filings in CHI
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $815,404 | 60,670 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $553,936 | 51,577 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $305,607 | 29,161 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $178,186 | 16,514 | Shares | Sole | 2025-11-04 | |
| 2023-06-30 | $705,566 | 62,997 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $726,953 | 69,102 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $837,142 | 79,652 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $774,220 | 80,147 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $869,799 | 81,138 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $925,479 | 70,059 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $1,423,875 | 94,234 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $1,393,257 | 93,070 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,494,578 | 98,522 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,541,917 | 108,433 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,413,440 | 104,390 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,093,686 | 99,426 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $1,036,527 | 97,418 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $758,764 | 90,979 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||