Carrera Capital Advisors

Position in CHI — Calamos Convertible Opportunities & Income Fund

CIK 2035329 TROY, MI

Position in CHI

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$174,720

New position

Shares Held

13,000

first reported quarter

Ownership

0.016%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#92

of 136 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Carrera Capital Advisors holds $3,524,923 across 3 Asset Management names. CHI ranks #3 (5.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AMG	Affiliated Managers Group, Inc.	9,156	$3,098,390
2	IVZ	Invesco Ltd.	9,542	$251,813
3	CHI	Calamos Convertible Opportunities & Income Fund This page	13,000	$174,720

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$174,720	13,000	—	Shares	Sole	2026-08-03
No filing history on record for this holder in this stock.