Summit Financial Strategies, Inc.
Position in CHY — Calamos Convertible & High Income Fund
CIK 1625246
Columbus, OH
Position in CHY
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$224,580
+$45,015 QoQ
Shares Held
16,489
0.0% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#28
of 49 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHY Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Summit Financial Strategies, Inc. holds $426,477 across 2 Asset Management names. CHY ranks #1 (52.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CHY |
Calamos Convertible & High Income Fund
This page
|
16,489 | $224,580 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
6,692 | $201,897 |
All Filings in CHY
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $224,580 | 16,489 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $179,565 | 16,489 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $186,490 | 16,489 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $185,006 | 16,489 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $181,214 | 16,489 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $166,538 | 16,489 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $200,176 | 16,489 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $196,713 | 16,489 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $184,017 | 16,489 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $194,735 | 16,489 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $189,128 | 16,489 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $188,034 | 16,849 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $189,214 | 16,849 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $180,059 | 16,489 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $173,958 | 16,489 | Shares | Sole | 2023-01-20 | |
| 2022-09-30 | $166,374 | 16,489 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $184,182 | 16,489 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $232,494 | 16,489 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $266,792 | 16,489 | Shares | Sole | 2022-02-03 | |
| No filing history on record for this holder in this stock. | ||||||