CALAMOS CONV OPPORTUNITIES &
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Samalin Investment Counsel, LLC | 67,706 | 146,349 | +78,643 | 0.25 | 0.56 | +0.31 | buy |
| FLAGSHIP HARBOR ADVISORS, LLC | 9,679 | 27,486 | +17,807 | 0.00 | 0.01 | +0.01 | buy |
| Marathon Strategic Advisors, LLC | 276,926 | 288,327 | +11,401 | 2.22 | 2.23 | +0.01 | buy |
| Creekside Partners | 217,819 | 229,190 | +11,371 | 0.96 | 1.01 | +0.05 | buy |
| SAM Advisors, LLC | 50,967 | 54,301 | +3,334 | 0.17 | 0.18 | +0.01 | buy |
| KFA Private Wealth Group, LLC | 95,882 | 97,732 | +1,850 | 0.24 | 0.25 | +0.01 | buy |
| Institute for Wealth Management, LLC. | 58,696 | 59,277 | +581 | 0.07 | 0.07 | +0.00 | buy |
| NOVEM GROUP | 16,266 | 16,592 | +326 | 0.02 | 0.02 | +0.00 | buy |
| Legacy Wealth Management, LLC / MS | 54,753 | 54,938 | +185 | 0.15 | 0.17 | +0.01 | buy |
| Founders Financial Alliance, LLC | 28,412 | 28,495 | +83 | 0.06 | 0.06 | -0.00 | buy |
| Costello Asset Management, INC | 2,227 | 2,266 | +39 | 0.01 | 0.01 | +0.00 | buy |
| Twin Lakes Capital Management, LLC | 325 | 334 | +9 | 0.00 | 0.00 | +0.00 | buy |
| Semus Wealth Partners LLC | 11,228 | 11,221 | -7 | 0.06 | 0.07 | +0.00 | sell |
| E&G Advisors, LP | 35,002 | 34,902 | -100 | 0.08 | 0.08 | +0.00 | sell |
| Gen-Wealth Partners Inc | 2,575 | 2,200 | -375 | 0.01 | 0.01 | -0.00 | sell |
| NWAM LLC | 13,399 | 12,911 | -488 | 0.01 | 0.01 | -0.00 | sell |
| WEALTH EFFECTS LLC | 19,080 | 18,405 | -675 | 0.06 | 0.07 | +0.01 | sell |
| Everstar Asset Management, LLC | 117,953 | 111,723 | -6,230 | 0.66 | 0.64 | -0.02 | sell |
| CALTON & ASSOCIATES, INC. | 20,332 | 12,211 | -8,121 | 0.03 | 0.02 | -0.01 | sell |
| DUMONT & BLAKE INVESTMENT ADVISORS LLC | 37,098 | 24,961 | -12,137 | 0.09 | 0.07 | -0.03 | sell |
| Grange Capital, LLC | 309,537 | 294,416 | -15,121 | 3.11 | 3.15 | +0.04 | sell |