Shaker Financial Services, LLC

SEC CIK: 0001511794
Latest filing: Jul 15, 2026

SEC filings (opens in a new tab)

CHY holding history

Calamos Convertible & High Income Fund in every 13F filed by Shaker Financial Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CHY overview All 13F holders of CHY Full Q2 2026 holdings

Shares (Q2 2026): 157,254
Value: $2.14M
% of portfolio: 0.7%
Quarters held: 3; Since Q1 2021

Holdings of CHY by Shaker Financial Services, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	157,254	$2.14M	0.7%	+74,638+90.3%	Added	Holders
Q1 2026	82,616	$899.7K	0.3%	+82,616	New	Holders
Q2 2021	0	$0	0.0%	−147,378−100.0%	Sold out	Holders
Q1 2021	147,378	$2.20M	0.9%	–	–	Holders

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