Meridian Wealth Management, LLC
Position in CHY — Calamos Convertible & High Income Fund
CIK 1697300
LEXINGTON, KY
Position in CHY
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$223,343
-$4,824 QoQ
Shares Held
20,509
+1.7% QoQ
Ownership
0.026%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2022
14 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in CHY Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026Meridian Wealth Management, LLC holds $29,229,757 across 25 Asset Management names. CHY ranks #17 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KYN |
Kayne Anderson Energy Infrastructure Fund, Inc.
|
409,280 | $5,844,518 | |
| 2 | MAIN |
Main Street Capital CORP
|
101,197 | $5,359,393 | |
| 3 | ARCC |
Ares Capital Corp
|
225,977 | $4,072,105 | |
| 4 | ARES |
Ares Management Corp
|
32,304 | $3,524,366 | |
| 5 | EQH |
Equitable Holdings, Inc.
|
63,592 | $2,359,899 | |
| 6 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
96,023 | $1,312,634 | |
| 7 | EVT |
Eaton Vance Tax-Advantaged Dividend Income Fund
|
45,066 | $1,106,370 | |
| 8 | ETB |
Eaton Vance Tax-Managed Buy-Write Income Fund
|
74,893 | $1,079,957 |
All Filings in CHY
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $223,343 | 20,509 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $228,167 | 20,174 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $216,994 | 19,340 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $336,173 | 30,589 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $293,586 | 29,068 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $359,623 | 29,623 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $296,997 | 24,895 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $277,616 | 24,876 | Shares | Sole | 2024-08-08 | |
| 2023-12-31 | $262,433 | 22,880 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $245,598 | 22,007 | Shares | Sole | 2023-10-17 | |
| 2023-06-30 | $240,816 | 21,444 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $212,579 | 19,467 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $169,127 | 16,031 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $106,721 | 10,577 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||