Semus Wealth Partners LLC

Position in CHI — Calamos Convertible Opportunities & Income Fund

CIK 1964775 Boca Raton, FL

Position in CHI

as of Mar 31, 2026 · filed Apr 24, 2026 Compact

Position Value

$120,513

+$2,844 QoQ

Shares Held

11,221

-0.1% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2022

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Semus Wealth Partners LLC holds $1,065,192 across 6 Asset Management names. CHI ranks #5 (11.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EXG	Eaton Vance Tax-Managed Global Diversified Equity Income Fund	36,941	$319,909
2	UTG	Reaves Utility Income Fund	5,777	$226,920
3	BIT	BlackRock Multi-Sector Income Trust	14,469	$181,151
4	ETJ	Eaton Vance Risk-Managed Diversified Equity Income Fund	16,586	$135,507
5	CHI	Calamos Convertible Opportunities & Income Fund This page	11,221	$120,513
6	PFL	Pimco Income Strategy Fund	10,149	$81,192

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$120,513	11,221	-0.1%	Shares	Sole	2026-04-24
2025-12-31	$117,669	11,228	-31.9%	Shares	Sole	2026-01-27
2025-09-30	$177,819	16,480	-14.8%	Shares	Sole	2025-10-22
2025-06-30	$203,404	19,335	-9.2%	Shares	Sole	2025-08-11
2025-03-31	$204,247	21,298	-18.6%	Shares	Sole	2025-05-07
2024-12-31	$312,314	26,157	-11.6%	Shares	Sole	2025-01-31
2024-09-30	$344,311	29,580	-21.0%	Shares	Sole	2024-11-07
2024-06-30	$435,592	37,422	-14.6%	Shares	Sole	2024-07-31
2024-03-31	$497,232	43,809	-12.8%	Shares	Sole	2024-05-07
2023-12-31	$520,299	50,222	-14.9%	Shares	Sole	2024-01-23
2023-09-30	$622,292	59,041	-0.4%	Shares	Sole	2023-10-31
2023-06-30	$664,148	59,299	-2.1%	Shares	Sole	2023-08-01
2023-03-31	$637,438	60,593	-0.5%	Shares	Sole	2023-04-24
2022-12-31	$639,743	60,870	—	Shares	Sole	2023-02-08
No filing history on record for this holder in this stock.