LifeWealth Investments, LLC

Position in CHY — Calamos Convertible & High Income Fund

CIK 2033794 WINTER GARDEN, FL

Position in CHY

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$476,604

+$95,531 QoQ

Shares Held

34,993

0.0% QoQ

Ownership

0.044%

of shares outstanding

% of Portfolio

0.64%

of 13F equity value

Holder Rank

of 19 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Jun 30, 2026

LifeWealth Investments, LLC holds $6,828,785 across 4 Asset Management names. CHY ranks #2 (7.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PDI	PIMCO Dynamic Income Fund	362,648	$6,056,221
2	CHY	Calamos Convertible & High Income Fund This page	34,993	$476,604
3	PSLV	Sprott Physical Silver Trust	11,446	$215,986
4	HRZN	Horizon Technology Finance Corp	16,908	$79,974

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$476,604	34,993	0.0%	Shares	Sole	2026-07-16
2026-03-31	$381,073	34,993	+10.2%	Shares	Sole	2026-04-21
2025-12-31	$359,013	31,743	0.0%	Shares	Sole	2026-01-26
2025-09-30	$356,156	31,743	+3.5%	Shares	Sole	2026-01-26
2025-06-30	$337,041	30,668	+5.3%	Shares	Sole	2026-01-26
2025-03-31	$294,142	29,123	+88.5%	Shares	Sole	2026-01-26
2024-12-31	$187,526	15,447	—	Shares	Sole	2025-02-26
No filing history on record for this holder in this stock.