Marks Group Wealth Management, Inc
- SEC CIK
- 0001802473
- Latest filing
- Jul 27, 2026
CHI holding history
Calamos Convertible Opportunities & Income Fund in every 13F filed by Marks Group Wealth Management, Inc, 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 (Q1 2025)
- 0
- Sold out in Q1 2025
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 9
- Since Q4 2022
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2025 | 0 | $0 | 0.0% | −146,444−100.0% | Sold out | Holders |
| Q4 2024 | 146,444 | $1.75M | 0.2% | 00.0% | Unchanged | Holders |
| Q3 2024 | 146,444 | $1.70M | 0.2% | +670+0.5% | Added | Holders |
| Q2 2024 | 145,774 | $1.70M | 0.2% | +51,876+55.2% | Added | Holders |
| Q1 2024 | 93,898 | $1.07M | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2023 | 93,898 | $972.8K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2023 | 93,898 | $989.7K | 0.1% | 00.0% | Unchanged | Holders |
| Q2 2023 | 93,898 | $1.05M | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2023 | 93,898 | $987.8K | 0.1% | +2,764+3.0% | Added | Holders |
| Q4 2022 | 91,134 | $957.8K | 0.1% | +91,134 | New | Holders |