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Equibles

Kovack Advisors, Inc.

Position in CHI — Calamos Convertible Opportunities & Income Fund

CIK 1728321 FT. LAUDERDALE, FL
Back to CHI Full portfolio

Position in CHI

as of Jun 30, 2026 · filed Jul 29, 2026
Position Value
$178,375
+$37,134 QoQ
Shares Held
13,272
+0.9% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#91
of 136 holders
Holding Since
Dec 2023
10 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

Kovack Advisors, Inc. holds $77,475,447 across 102 Asset Management names. CHI ranks #78 (0.2% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PSLV
Sprott Physical Silver Trust
 1,270,887 $23,981,637
2 FSCO
FS Credit Opportunities Corp.
 829,494 $4,139,175
3 FSK
FS KKR Capital Corp
 297,876 $3,127,698
4 KIO
KKR Income Opportunities Fund
 216,679 $2,439,805
5 PDI
PIMCO Dynamic Income Fund
 125,119 $2,089,487
6 CLM
Cornerstone Strategic Investment Fund, Inc.
 233,414 $1,764,609
7 JFR
Nuveen Floating Rate Income Fund
 208,325 $1,597,852
8 BN
BROOKFIELD Corp /ON/
 27,007 $1,150,228

All Filings in CHI

Export CSV
10 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $178,375 13,272
2026-03-31 $141,241 13,151
2025-12-31 $136,229 12,999
2025-09-30 $131,066 12,147
2025-06-30 $133,477 12,688
2025-03-31 $119,942 12,507
2024-12-31 $147,960 12,392
2024-09-30 $126,142 10,837
2024-06-30 $123,465 10,607
2023-12-31 $107,536 10,380