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Equibles

IHT Wealth Management, LLC

Position in CHI — Calamos Convertible Opportunities & Income Fund

CIK 1697490 Chicago, IL
Back to CHI Full portfolio

Position in CHI

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$954,938
+$191,840 QoQ
Shares Held
71,052
0.0% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#34
of 136 holders
Holding Since
Dec 2021
15 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, 2026

IHT Wealth Management, LLC holds $65,095,816 across 69 Asset Management names. CHI ranks #24 (1.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 ETY
Eaton Vance Tax-Managed Diversified Equity Income Fund
 481,281 $6,997,825
2 ARCC
Ares Capital Corp
 182,377 $3,379,445
3 MAIN
Main Street Capital CORP
 61,492 $3,190,204
4 GGN
GAMCO Global Gold, Natural Resources & Income Trust
 598,962 $2,898,976
5 DNP
Dnp Select Income Fund Inc
 258,915 $2,793,692
6 CEF
Sprott Physical Gold & Silver Trust
 68,444 $2,753,502
7 PHYS
Sprott Physical Gold Trust
 85,749 $2,587,047
8 TSLX
Sixth Street Specialty Lending, Inc.
 142,870 $2,453,077

All Filings in CHI

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $954,938 71,052
2026-03-31 $763,098 71,052
2025-12-31 $723,906 69,075
2025-09-30 $449,727 41,680
2025-06-30 $427,953 40,680
2025-03-31 $390,121 40,680
2024-12-31 $485,719 40,680
2024-09-30 $451,399 38,780
2023-06-30 $152,846 13,647
2023-03-31 $143,177 13,610
2022-12-31 $142,673 13,575
2022-09-30 $130,796 13,540
2022-06-30 $147,528 13,762
2022-03-31 $181,386 13,731
2021-12-31 $173,855 11,506