Skip to main content
Livermore
Livermore
ZHEN

Sigma Planning Corp

SEC CIK
0001449126
Latest filing
Aug 7, 2026

CHI holding history

Calamos Convertible Opportunities & Income Fund in every 13F filed by Sigma Planning Corp, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CHI overviewAll 13F holders of CHIFull Q2 2026 holdings

Shares (Q2 2026)
31,247
Value
$420.0K
% of portfolio
<0.1%
Quarters held
21
Since Q1 2021
Holdings of CHI by Sigma Planning Corp, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202631,247$420.0K<0.1%+611+2.0%AddedHolders
Q1 202630,636$329.0K<0.1%+359+1.2%AddedHolders
Q4 202530,277$317.3K<0.1%−4,334−12.5%ReducedHolders
Q3 202534,611$373.5K<0.1%−4,144−10.7%ReducedHolders
Q2 202538,755$407.7K<0.1%−21,579−35.8%ReducedHolders
Q1 202560,334$578.6K<0.1%+1,539+2.6%AddedHolders
Q4 202458,795$702.0K<0.1%+6,658+12.8%AddedHolders
Q3 202452,137$606.9K<0.1%−110−0.2%ReducedHolders
Q2 202452,247$608.2K<0.1%+1,250+2.5%AddedHolders
Q1 202450,997$578.8K<0.1%+50,997NewHolders
Q4 20230$00.0%−74,878−100.0%Sold outHolders
Q3 202374,878$789.2K<0.1%+647+0.9%AddedHolders
Q2 202374,231$831.4K<0.1%−14,612−16.4%ReducedHolders
Q1 202388,843$934.6K<0.1%+1,480+1.7%AddedHolders
Q4 202287,363$918.2K<0.1%+5,473+6.7%AddedHolders
Q3 202281,890$791.0K<0.1%+2,874+3.6%AddedHolders
Q2 202279,016$847.0K<0.1%+3,973+5.3%AddedHolders
Q1 202275,043$991.0K<0.1%−21,087−21.9%ReducedHolders
Q4 202196,130$1.45M<0.1%−308−0.3%ReducedHolders
Q3 202196,438$1.44M<0.1%−4,322−4.3%ReducedHolders
Q2 2021100,760$1.53M<0.1%+3,355+3.4%AddedHolders
Q1 202197,405$1.39M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.