Steward Partners Investment Advisory, LLC
Position in CHY — Calamos Convertible & High Income Fund
CIK 1723397
STAMFORD, CT
Position in CHY
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$350,625
+$150,472 QoQ
Shares Held
32,197
+81.9% QoQ
Ownership
0.040%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Steward Partners Investment Advisory, LLC holds $273,989,351 across 295 Asset Management names. CHY ranks #120 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
22,180 | $21,330,727 | |
| 2 | GDV |
Gabelli Dividend & Income Trust
|
358,691 | $9,659,548 | |
| 3 | BX |
Blackstone Inc.
|
82,329 | $9,467,011 | |
| 4 | PHYS |
Sprott Physical Gold Trust
|
230,444 | $8,166,935 | |
| 5 | ARCC |
Ares Capital Corp
|
430,105 | $7,750,492 | |
| 6 | BST |
BlackRock Science & Technology Trust
|
207,702 | $7,549,967 | |
| 7 | EMO |
ClearBridge Energy Midstream Opportunity Fund Inc.
|
111,030 | $5,864,604 | |
| 8 | ETV |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund
|
423,531 | $5,789,668 |
All Filings in CHY
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $350,625 | 32,197 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $200,153 | 17,697 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $203,239 | 18,114 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $46,971 | 4,274 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $15,988 | 1,583 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $50,053 | 4,123 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $50,881 | 4,265 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $69,113 | 6,193 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $73,139 | 6,193 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $47,979 | 4,183 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $26,717 | 2,394 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $26,884 | 2,394 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $42,522 | 3,894 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $41,081 | 3,894 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $39,290 | 3,894 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $43,495 | 3,894 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $54,905 | 3,894 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $107,095 | 6,619 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $107,753 | 6,894 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $112,510 | 6,894 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $102,789 | 6,894 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $98,446 | 6,894 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $121,401 | 10,394 | Shares | Sole | 2020-10-30 | |
| 2020-06-30 | $108,410 | 9,560 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $92,820 | 10,500 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||