IHT Wealth Management, LLC
Position in CHI — Calamos Convertible Opportunities & Income Fund
CIK 1697490
Chicago, IL
Position in CHI
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$763,098
+$39,192 QoQ
Shares Held
71,052
+2.9% QoQ
Ownership
0.088%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
14 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, 2026IHT Wealth Management, LLC holds $62,312,970 across 66 Asset Management names. CHI ranks #26 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ETY |
Eaton Vance Tax-Managed Diversified Equity Income Fund
|
445,405 | $6,142,134 | |
| 2 | GGN |
GAMCO Global Gold, Natural Resources & Income Trust
|
926,634 | $4,929,692 | |
| 3 | CEF |
Sprott Physical Gold & Silver Trust
|
71,078 | $3,391,842 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
91,873 | $3,255,979 | |
| 5 | MAIN |
Main Street Capital CORP
|
58,056 | $3,074,645 | |
| 6 | ARCC |
Ares Capital Corp
|
168,260 | $3,032,045 | |
| 7 | DNP |
Dnp Select Income Fund Inc
|
240,689 | $2,479,096 | |
| 8 | BLK |
BlackRock, Inc.
|
2,363 | $2,272,520 |
All Filings in CHI
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $763,098 | 71,052 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $723,906 | 69,075 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $449,727 | 41,680 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $427,953 | 40,680 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $390,121 | 40,680 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $485,719 | 40,680 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $451,399 | 38,780 | Shares | Sole | 2024-11-14 | |
| 2023-06-30 | $152,846 | 13,647 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $143,177 | 13,610 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $142,673 | 13,575 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $130,796 | 13,540 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $147,528 | 13,762 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $181,386 | 13,731 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $173,855 | 11,506 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||