Game Plan Financial Advisors, LLC
Position in CHI — Calamos Convertible Opportunities & Income Fund
CIK 1802952
WESTLAKE, OH
Position in CHI
as of Mar 31, 2026
· filed Apr 23, 2026
Position Value
$268,500
+$6,500 QoQ
Shares Held
25,000
0.0% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.25%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
20 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 Mar 31, 2026Game Plan Financial Advisors, LLC holds $662,501 across 6 Asset Management names. CHI ranks #2 (40.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CSQ |
Calamos Strategic Total Return Fund
|
20,000 | $342,400 | |
| 2 | CHI |
Calamos Convertible Opportunities & Income Fund
This page
|
25,000 | $268,500 | |
| 3 | BLK |
BlackRock, Inc.
|
25 | $24,042 | |
| 4 | STEW |
SRH Total Return Fund, Inc.
|
1,000 | $17,100 | |
| 5 | FAX |
Abrdn Asia-Pacific Income Fund, Inc.
|
380 | $5,479 | |
| 6 | RVT |
Royce Small-Cap Trust, Inc.
|
300 | $4,980 |
All Filings in CHI
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $268,500 | 25,000 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $262,000 | 25,000 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $269,750 | 25,000 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $263,000 | 25,000 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $250,059 | 26,075 | Shares | Sole | 2025-05-19 | |
| 2024-12-31 | $311,335 | 26,075 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $303,513 | 26,075 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $303,513 | 26,075 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $295,951 | 26,075 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $270,137 | 26,075 | Shares | Sole | 2024-04-12 | |
| 2022-12-31 | $326,598 | 31,075 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $300,184 | 31,075 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $321,600 | 30,000 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $396,300 | 30,000 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $453,300 | 30,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $449,100 | 30,000 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $455,100 | 30,000 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $455,040 | 32,000 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $487,440 | 36,000 | Shares | Sole | 2021-01-19 | |
| 2020-03-31 | $316,920 | 38,000 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||