IHT Wealth Management, LLC

CIK

1697490

City

Chicago

State / Country

IL

Stock

CHI — Calamos Convertible Opportunities & Income Fund

Top Portfolio Positions

586 positions · $1,537,656,704 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
AAPL	Apple Inc. Technology	453,422	$115,073,969	7.48%
NVDA	Nvidia Corp Technology	517,912	$90,323,852	5.87%
TSLA	Tesla, Inc. Consumer Cyclical	226,718	$84,282,416	5.48%
QQQ	Invesco Qqq Trust, Series 1	125,984	$72,715,445	4.73%
MSFT	Microsoft Corp Technology	137,964	$51,070,133	3.32%
AMZN	Amazon Com Inc Consumer Cyclical	215,282	$44,836,782	2.92%
LLY	ELI LILLY & Co Healthcare	35,451	$32,606,766	2.12%
ASTS	AST SpaceMobile, Inc. Technology	380,695	$31,548,194	2.05%
META	Meta Platforms, Inc. Communication Services	44,359	$25,379,114	1.65%
GOOGL	Alphabet Inc. Communication Services	86,822	$24,966,534	1.62%

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	$763,098	71,052	+2.9%	Shares	Sole	2026-05-15
2025-12-31	$723,906	69,075	+65.7%	Shares	Sole	2026-02-17
2025-09-30	$449,727	41,680	+2.5%	Shares	Sole	2025-11-14
2025-06-30	$427,953	40,680	0.0%	Shares	Sole	2025-08-14
2025-03-31	$390,121	40,680	0.0%	Shares	Sole	2025-05-15
2024-12-31	$485,719	40,680	+4.9%	Shares	Sole	2025-02-14
2024-09-30	$451,399	38,780	+184.2%	Shares	Sole	2024-11-14
2023-06-30	$152,846	13,647	+0.3%	Shares	Sole	2023-08-15
2023-03-31	$143,177	13,610	+0.3%	Shares	Sole	2023-05-15
2022-12-31	$142,673	13,575	+0.3%	Shares	Sole	2023-02-15
2022-09-30	$130,796	13,540	-1.6%	Shares	Sole	2022-11-22
2022-06-30	$147,528	13,762	+0.2%	Shares	Sole	2022-08-15
2022-03-31	$181,386	13,731	+19.3%	Shares	Sole	2022-05-16
2021-12-31	$173,855	11,506	—	Shares	Sole	2022-02-14
No 13F history on record for this holder in this stock.