Mascoma Wealth Management LLC

SEC CIK: 0001695664
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

CHI holding history

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

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

Shares (Q3 2025): 0; Sold out in Q3 2025
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2025

Holdings of CHI by Mascoma Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2025	0	$0	0.0%	−3,075−100.0%	Sold out	Holders
Q2 2025	3,075	$32.3K	<0.1%	00.0%	Unchanged	Holders
Q1 2025	3,075	$29.5K	<0.1%	+3,075	New	Holders