Mutual Advisors, LLC
Position in CHI — Calamos Convertible Opportunities & Income Fund
CIK 1694080
OMAHA, NE
Position in CHI
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$553,936
+$248,329 QoQ
Shares Held
51,577
+76.9% QoQ
Ownership
0.064%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
17 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 Mar 31, 2026Mutual Advisors, LLC holds $49,888,835 across 60 Asset Management names. CHI ranks #25 (1.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ARCC |
Ares Capital Corp
|
346,554 | $6,244,903 | |
| 2 | CEF |
Sprott Physical Gold & Silver Trust
|
94,822 | $4,524,905 | |
| 3 | BLK |
BlackRock, Inc.
|
3,713 | $3,570,829 | |
| 4 | CCD |
Calamos Dynamic Convertible & Income Fund
|
116,382 | $2,484,755 | |
| 5 | NAD |
Nuveen Quality Municipal Income Fund
|
178,542 | $2,053,233 | |
| 6 | TROW |
Price T Rowe Group Inc
|
22,000 | $1,983,080 | |
| 7 | BX |
Blackstone Inc.
|
16,959 | $1,950,115 | |
| 8 | BPRE |
Bluerock Private Real Estate Fund
|
104,985 | $1,743,800 |
All Filings in CHI
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||