KFA Private Wealth Group, LLC
Position in CHI — Calamos Convertible Opportunities & Income Fund
CIK 1800556
Tysons, VA
Position in CHI
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$499,551
-$550,090 QoQ
Shares Held
37,169
-62.0% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.80%
of 13F equity value
Holder Rank
#11
of 49 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CHI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026KFA Private Wealth Group, LLC holds $657,661 across 2 Asset Management names. CHI ranks #1 (76.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHI |
Calamos Convertible Opportunities & Income Fund
This page
|
37,169 | $499,551 | |
| 2 | DSU |
Blackrock Debt Strategies Fund, Inc.
|
16,300 | $158,110 |
All Filings in CHI
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $499,551 | 37,169 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $1,049,641 | 97,732 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $1,004,843 | 95,882 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $1,085,581 | 100,610 | Shares | Sole | 2025-10-03 | |
| 2025-06-30 | $1,023,406 | 97,282 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $939,609 | 97,978 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $416,097 | 34,849 | Shares | Sole | 2025-01-22 | |
| No filing history on record for this holder in this stock. | ||||||