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Equibles

Game Plan Financial Advisors, LLC

Position in CHI — Calamos Convertible Opportunities & Income Fund

CIK 1802952 WESTLAKE, OH
Back to CHI Full portfolio

Position in CHI

as of Jun 30, 2026 · filed Aug 7, 2026
Position Value
$379,680
+$111,180 QoQ
Shares Held
28,250
+13.0% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#61
of 136 holders
Holding Since
Mar 2020
21 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, 2026

Game Plan Financial Advisors, LLC holds $962,220 across 8 Asset Management names. CHI ranks #2 (39.5% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CSQ
Calamos Strategic Total Return Fund
 21,500 $442,040
2 CHI
Calamos Convertible Opportunities & Income Fund
This page 		28,250 $379,680
3 PHYS
Sprott Physical Gold Trust
 2,245 $67,731
4 BLK
BlackRock, Inc.
 25 $24,039
5 PSLV
Sprott Physical Silver Trust
 1,044 $19,700
6 STEW
SRH Total Return Fund, Inc.
 1,000 $17,900
7 FAX
Abrdn Asia-Pacific Income Fund, Inc.
 380 $5,589
8 RVT
Royce Small-Cap Trust, Inc.
 300 $5,541

All Filings in CHI

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21 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $379,680 28,250
2026-03-31 $268,500 25,000
2025-12-31 $262,000 25,000
2025-09-30 $269,750 25,000
2025-06-30 $263,000 25,000
2025-03-31 $250,059 26,075
2024-12-31 $311,335 26,075
2024-09-30 $303,513 26,075
2024-06-30 $303,513 26,075
2024-03-31 $295,951 26,075
2023-12-31 $270,137 26,075
2022-12-31 $326,598 31,075
2022-09-30 $300,184 31,075
2022-06-30 $321,600 30,000
2022-03-31 $396,300 30,000
2021-12-31 $453,300 30,000
2021-09-30 $449,100 30,000
2021-06-30 $455,100 30,000
2021-03-31 $455,040 32,000
2020-12-31 $487,440 36,000
2020-03-31 $316,920 38,000