WealthPLAN Partners, LLC
- SEC CIK
- 0001639943
- Latest filing
- Jul 28, 2026
CHI holding history
Calamos Convertible Opportunities & Income Fund in every 13F filed by WealthPLAN Partners, LLC, 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 (Q3 2023)
- 0
- Sold out in Q3 2023
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 7
- Since Q1 2021
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q3 2023 | 0 | $0 | 0.0% | −497−100.0% | Sold out | Holders |
| Q2 2023 | 497 | $5.57K | <0.1% | −450−47.5% | Reduced | Holders |
| Q1 2023 | 947 | $9.96K | <0.1% | +947 | New | Holders |
| Q2 2022 | – | – | – | – | Not filed | Holders |
| Q1 2022 | 33,689 | $423.0K | <0.1% | +167+0.5% | Added | Holders |
| Q4 2021 | 33,522 | $460.0K | <0.1% | +3,193+10.5% | Added | Holders |
| Q3 2021 | 30,329 | $459.0K | <0.1% | −7,928−20.7% | Reduced | Holders |
| Q2 2021 | 38,257 | $595.0K | <0.1% | −1,189−3.0% | Reduced | Holders |
| Q1 2021 | 39,446 | $590.0K | <0.1% | – | – | Holders |
Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.