Creative Planning

Position in CHY — Calamos Convertible & High Income Fund

CIK 1540235 OVERLAND PARK, KS

Position in CHY

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$130,353

+$11,860 QoQ

Shares Held

11,970

+2.0% QoQ

Ownership

0.015%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Creative Planning holds $462,647,698 across 180 Asset Management names. CHY ranks #154 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	401,722	$46,194,012
2	CGBD	Carlyle Secured Lending, Inc.	3,231,986	$35,357,926
3	BXSL	Blackstone Secured Lending Fund	1,360,717	$32,235,385
4	BN	BROOKFIELD Corp /ON/	794,790	$32,165,151
5	BLK	BlackRock, Inc.	29,533	$28,402,181
6	JHG	Janus Henderson Group Ltd.	364,316	$18,714,912
7	AMP	Ameriprise Financial Inc	39,543	$17,572,909
8	STT	State Street Corp	113,253	$14,333,299

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$130,353	11,970	+2.0%	Shares	Sole	2026-05-12
2025-03-31	$118,493	11,732	-3.7%	Shares	Sole	2025-05-15
2024-12-31	$147,853	12,179	+8.2%	Shares	Sole	2025-02-14
2024-09-30	$134,236	11,252	+1.0%	Shares	Sole	2024-10-11
2024-06-30	$124,389	11,146	-37.7%	Shares	Sole	2024-08-15
2022-03-31	$252,333	17,896	+16.8%	Shares	Sole	2022-05-16
2021-12-31	$247,877	15,320	-6.4%	Shares	Sole	2022-02-11
2021-09-30	$255,878	16,371	+3.0%	Shares	Sole	2021-11-10
2021-06-30	$259,439	15,897	-38.3%	Shares	Sole	2021-08-04
2021-03-31	$384,141	25,764	+1.0%	Shares	Sole	2021-04-30
2020-12-31	$364,397	25,518	+8.8%	Shares	Sole	2021-01-29
2020-09-30	$274,012	23,460	+10.2%	Shares	Sole	2020-11-05
2020-06-30	$241,337	21,282	-38.7%	Shares	Sole	2020-07-23
2020-03-31	$307,075	34,737	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.