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Equibles

Meridian Wealth Management, LLC

Position in CHY — Calamos Convertible & High Income Fund

CIK 1697300 LEXINGTON, KY
Back to CHY Full portfolio

Position in CHY

as of Jun 30, 2026 · filed Aug 5, 2026
Position Value
$283,595
+$60,252 QoQ
Shares Held
20,822
+1.5% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#67
of 135 holders
Holding Since
Sep 2022
15 quarters on record
Voting authority Sole 52% Shared 0% None 48%

Common Shares in CHY Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

Meridian Wealth Management, LLC holds $28,626,622 across 25 Asset Management names. CHY ranks #14 (1.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 MAIN
Main Street Capital CORP
 108,809 $5,645,010
2 KYN
Kayne Anderson Energy Infrastructure Fund, Inc.
 373,362 $5,163,596
3 ARCC
Ares Capital Corp
 253,713 $4,701,301
4 ARES
Ares Management Corp
 31,354 $3,490,013
5 ETV
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
 127,068 $1,890,771
6 EVT
Eaton Vance Tax-Advantaged Dividend Income Fund
 46,138 $1,277,099
7 ETB
Eaton Vance Tax-Managed Buy-Write Income Fund
 79,209 $1,230,907
8 STK
Columbia Seligman Premium Technology Growth Fund, Inc.
 17,839 $960,986

All Filings in CHY

Export CSV
15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $283,595 20,822
2026-03-31 $223,343 20,509
2025-12-31 $228,167 20,174
2025-09-30 $216,994 19,340
2025-06-30 $336,173 30,589
2025-03-31 $293,586 29,068
2024-12-31 $359,623 29,623
2024-09-30 $296,997 24,895
2024-06-30 $277,616 24,876
2023-12-31 $262,433 22,880
2023-09-30 $245,598 22,007
2023-06-30 $240,816 21,444
2023-03-31 $212,579 19,467
2022-12-31 $169,127 16,031
2022-09-30 $106,721 10,577