Compound Planning, Inc.

Position in CHY — Calamos Convertible & High Income Fund

CIK 1978879 NEW YORK, NY

Position in CHY

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$787,183

+$32,954 QoQ

Shares Held

72,285

+8.4% QoQ

Ownership

0.090%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Mar 31, 2026

Compound Planning, Inc. holds $38,871,876 across 66 Asset Management names. CHY ranks #14 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BPRE	Bluerock Private Real Estate Fund	191,820	$3,186,130
2	PSLV	Sprott Physical Silver Trust	114,557	$2,794,045
3	BX	Blackstone Inc.	23,148	$2,661,788
4	BLK	BlackRock, Inc.	2,111	$2,030,169
5	KKR	KKR & Co. Inc.	21,715	$2,008,637
6	PHYS	Sprott Physical Gold Trust	44,841	$1,589,165
7	DNP	Dnp Select Income Fund Inc	108,406	$1,116,581
8	BN	BROOKFIELD Corp /ON/	27,036	$1,094,146

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$787,183	72,285	+8.4%	Shares	Sole	2026-05-14
2025-12-31	$754,229	66,687	+128.9%	Shares	Sole	2026-02-19
2025-09-30	$326,894	29,135	+38.5%	Shares	Sole	2025-11-10
2025-06-30	$231,207	21,038	0.0%	Shares	Sole	2025-08-14
2025-03-31	$212,483	21,038	+2.9%	Shares	Sole	2025-05-14
2024-12-31	$248,323	20,455	+9.7%	Shares	Sole	2025-01-17
2024-09-30	$222,530	18,653	+0.3%	Shares	Sole	2024-10-08
2024-06-30	$207,464	18,590	+24.9%	Shares	Sole	2024-07-26
2024-03-31	$175,720	14,879	-0.6%	Shares	Sole	2024-05-07
2023-12-31	$171,637	14,964	-5.1%	Shares	Sole	2024-02-08
2023-09-30	$175,970	15,768	0.0%	Shares	Sole	2023-11-09
2023-06-30	$177,074	15,768	+4.2%	Shares	Sole	2023-08-03
2023-03-31	$165,186	15,127	—	Shares	Sole	2023-06-07
No filing history on record for this holder in this stock.