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Advisory Solutions Group’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Advisory Solutions Group’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
2026
Q3 		$982K Buy
43,422
+2,881
+7% +$71.5K 0.21% 109
2026
Q2 		$1.04M Buy
+40,541
New +$992K 0.35% 66

Other funds holding CCD

D.A. Davidson & Co
D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Advisors Asset Management
Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.82B AUM 17.59% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Advisory Solutions Group's CCD Position: Q3 2026 in Review

Advisory Solutions Group increased its Calamos Dynamic Convertible & Income Fund (CCD) stake by 7.1% in Q3 2026, buying an estimated $71.5K and bringing the position to 43,422 shares worth $982K. The position accounts for 0.21% of the portfolio, ranked #109.

Advisory Solutions Group first reported a position in CCD in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.04M in Q2 2026. 61 funds tracked by Wall St. Rank hold CCD as of Q3 2026.

  • Advisory Solutions Group held 43,422 shares of Calamos Dynamic Convertible & Income Fund worth $982K as of Q3 2026.
  • Advisory Solutions Group bought 2,881 Calamos Dynamic Convertible & Income Fund shares in Q3 2026, an estimated $71.5K.
  • Calamos Dynamic Convertible & Income Fund made up 0.21% of Advisory Solutions Group's portfolio in Q3 2026, its #109 holding.
  • Advisory Solutions Group first reported a position in Calamos Dynamic Convertible & Income Fund in Q2 2026 and has held it in 2 quarters since.
  • Advisory Solutions Group's Calamos Dynamic Convertible & Income Fund position peaked at $1.04M in Q2 2026.
  • 61 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.