SteelPeak Wealth, LLC CHY — CALAMOS CONV & HIGH INCOME F

Ownership history in SteelPeak Wealth, LLC  ·  7 quarters on record

AI Ownership Summary

SteelPeak Wealth, LLC reported CALAMOS CONV & HIGH INCOME F (CHY) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows CHY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CHY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was SteelPeak Wealth, LLC's position in CALAMOS CONV & HIGH INCOME F, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

CHY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CHY stock page SteelPeak Wealth, LLC fund profile SteelPeak Wealth, LLC full holdings
How SteelPeak Wealth, LLC held CHY — position size vs. price
% of Fund (quarterly)    CHY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 UNCHANGED — — — 10,000 — 0% 0.00% $112K 2025-10-21 $10.77
2025 Q2 UNCHANGED — — — 10,000 — 0% 0.00% $110K 2025-07-23 $10.12
2025 Q1 UNCHANGED — — — 10,000 — 0% 0.00% $101K 2025-05-01 $9.07
2024 Q4 UNCHANGED — — — 10,000 — 0% 0.00% $122K 2025-01-23 $9.86
2024 Q3 UNCHANGED — — — 10,000 — 0% 0.01% $119K 2024-10-25 $10.21
2024 Q2 UNCHANGED — — — 10,000 — 0% 0.01% $112K 2024-07-17 $9.36
2024 Q1 INITIATED — — — 10,000 — — 0.01% $118K 2024-04-18 $8.86

🏢 Other funds also holding CHY

As of 2026 Q1 — sorted by position size

Pacific Wealth Strategies Group, Inc. 3Y 7Y 3.71% PMG Family Office LLC 1.1% GREENBERG FINANCIAL GROUP 0.65% DUMONT & BLAKE INVESTMENT ADVISORS LLC 3Y 7Y 0.6% Boreal Capital Management LLC 0.54% Morse Asset Management, Inc 3Y 7Y 0.48% GREATMARK INVESTMENT PARTNERS, INC. 3Y 7Y 0.38% Shaker Financial Services, LLC 3Y 7Y 0.31% Cornerstone Advisory, LLC 3Y 7Y 0.29% Chancellor Financial Group WB LP 0.28%

FAQ About SteelPeak Wealth, LLC and CHY

These are the practical questions this page is built to answer before you even open the full history table.

How long has SteelPeak Wealth, LLC reported owning CHY?

SteelPeak Wealth, LLC reported CHY across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported CHY position in SteelPeak Wealth, LLC's portfolio?

The largest reported portfolio weight for CHY was 0.01% in 2024 Q1.

What is the latest reported CHY position on this page?

The most recent filing on this page is 2025 Q3, when SteelPeak Wealth, LLC reported 10,000 shares, equal to 0.00% of portfolio, with an estimated market value of $112K.

What does the chart on this CHY ownership page compare?

The chart compares SteelPeak Wealth, LLC's quarterly CHY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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