Allworth Financial’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Allworth Financial’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 Q2	$25.8K	Hold	1,000	–	–	﹤0.01%	2989
2026 Q1	$21.4K	Hold	1,000	–	–	﹤0.01%	2948
2025 Q4	$20.9K	Hold	1,000	–	–	﹤0.01%	2793
2025 Q3	$21K	Hold	1,000	–	–	﹤0.01%	2673
2025 Q2	$20.2K	Buy	+1,000	New	+$20.7K	﹤0.01%	2519
2024 Q2	–	Sell	-1,244	Closed	-$27.1K	–	3700
2024 Q1	$27.1K	Buy	+1,244	New	+$26.1K	﹤0.01%	1594

Other funds holding CCD

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Allworth Financial's CCD Position: Q2 2026 in Review

Allworth Financial held its Calamos Dynamic Convertible & Income Fund (CCD) position steady in Q2 2026 at 1,000 shares worth $25.8K. The position accounts for ﹤0.01% of the portfolio, ranked #2989.

Allworth Financial first reported a position in CCD in Q1 2024 and has held it in 6 quarters since. The position peaked at $27.1K in Q1 2024. 77 funds tracked by Wall St. Rank hold CCD as of Q2 2026.

Allworth Financial held 1,000 shares of Calamos Dynamic Convertible & Income Fund worth $25.8K as of Q2 2026.
Allworth Financial left its Calamos Dynamic Convertible & Income Fund share count unchanged in Q2 2026.
Calamos Dynamic Convertible & Income Fund made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #2989 holding.
Allworth Financial first reported a position in Calamos Dynamic Convertible & Income Fund in Q1 2024 and has held it in 6 quarters since.
Allworth Financial's Calamos Dynamic Convertible & Income Fund position peaked at $27.1K in Q1 2024.
77 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.