Founders Financial Alliance, LLC
Position in CHI — Calamos Convertible Opportunities & Income Fund
CIK 1832190
RALEIGH, NC
Position in CHI
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$306,036
+$8,279 QoQ
Shares Held
28,495
+0.3% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
23 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, 2026Founders Financial Alliance, LLC holds $13,598,092 across 38 Asset Management names. CHI ranks #15 (2.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GOF |
Guggenheim Strategic Opportunities Fund
|
119,934 | $1,321,672 | |
| 2 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
38,543 | $946,230 | |
| 3 | OXLC |
Oxford Lane Capital Corp.
|
91,622 | $896,063 | |
| 4 | BME |
BlackRock Health Sciences Trust
|
19,329 | $744,359 | |
| 5 | NEA |
Nuveen AMT-Free Quality Municipal Income Fund
|
64,839 | $728,141 | |
| 6 | ACP |
abrdn Income Credit Strategies Fund
|
140,492 | $716,509 | |
| 7 | BCIC |
BCP Investment Corp
|
83,017 | $624,287 | |
| 8 | ARCC |
Ares Capital Corp
|
34,333 | $618,680 |
All Filings in CHI
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $306,036 | 28,495 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $297,757 | 28,412 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $305,669 | 28,329 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $296,769 | 28,210 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $264,473 | 27,578 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $330,666 | 27,694 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $324,476 | 27,876 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $340,341 | 29,239 | Shares | Sole | 2024-08-26 | |
| 2024-03-31 | $361,917 | 31,887 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $328,256 | 31,685 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $360,952 | 34,246 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $381,393 | 34,053 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $356,238 | 33,863 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $357,234 | 33,990 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $326,623 | 33,812 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $379,198 | 35,373 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $446,854 | 33,827 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $508,965 | 33,684 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $497,198 | 33,213 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $502,118 | 33,100 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $469,849 | 33,042 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $445,879 | 32,931 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $361,339 | 32,849 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||