Clear Trail Advisors, LLC
Position in CHI — Calamos Convertible Opportunities & Income Fund
CIK 2097856
HOUSTON, TX
Position in CHI
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$217,714
+$43,243 QoQ
Shares Held
16,199
-0.3% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#25
of 49 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHI Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Clear Trail Advisors, LLC holds $3,038,845 across 4 Asset Management names. CHI ranks #3 (7.2% of the industry book) .
All Filings in CHI
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $217,714 | 16,199 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $174,471 | 16,245 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $143,041 | 13,649 | Shares | Sole | 2026-01-09 | |
| No filing history on record for this holder in this stock. | ||||||