Accel Wealth Management’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Accel Wealth Management’s Portfolio CCD Stock Details CCD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,872	Closed	-$39.9K	–	268
2023 Q1	$39.9K	Buy	1,872 +10	+0.5%	+$223	0.02%	533
2022 Q4	$38.1K	Buy	1,862 +11	+0.6%	+$237	0.02%	405
2022 Q3	$40K	Buy	1,851 +8	+0.4%	+$184	0.02%	414
2022 Q2	$40K	Buy	1,843 +9	+0.5%	+$212	0.02%	394
2022 Q1	$47K	Buy	1,834 +7	+0.4%	+$188	0.02%	386
2021 Q4	$58K	Buy	1,827 +6	+0.3%	+$189	0.03%	354
2021 Q3	$55K	Buy	1,821 +6	+0.3%	+$186	0.04%	310
2021 Q2	$57K	Buy	1,815 +6	+0.3%	+$192	0.04%	320
2021 Q1	$58K	Buy	1,809 +6	+0.3%	+$186	0.05%	290
2020 Q4	$51K	Buy	+1,803	New	+$46.7K	0.05%	288

Other funds holding CCD

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Accel Wealth Management's CCD Position: Q2 2023 in Review

Accel Wealth Management sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q2 2023, closing a stake of 1,872 shares — an estimated $39.9K sold.

Accel Wealth Management first reported a position in CCD in Q4 2020 and held it in 10 quarters. The position peaked at $58K in Q4 2021. 57 funds tracked by Wall St. Rank hold CCD as of Q2 2023.

Accel Wealth Management reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 1,872 Calamos Dynamic Convertible & Income Fund shares in Q2 2023, an estimated $39.9K.
Accel Wealth Management first reported a position in Calamos Dynamic Convertible & Income Fund in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Calamos Dynamic Convertible & Income Fund position peaked at $58K in Q4 2021.
57 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.