AAP
CCD

Arax Advisory Partners’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Arax Advisory Partners’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 		$5.9K Buy
+229
New +$5.61K ﹤0.01% 4550
2026
Q1 		– Sell
-11,543
Closed -$19.5K – 3874
2025
Q4 		$19.5K Buy
11,543
+10,610
+1,137% +$227K ﹤0.01% 2126
2025
Q3 		$19.6K Buy
+933
New +$19.3K ﹤0.01% 2270

Other funds holding CCD

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Arax Advisory Partners's CCD Position: Q2 2026 in Review

Arax Advisory Partners opened a new position in Calamos Dynamic Convertible & Income Fund (CCD) in Q2 2026: 229 shares worth $5.9K. The stake represents ﹤0.01% of the portfolio and ranks #4550 among its holdings. This is a return to the name: Arax Advisory Partners previously reported a position in CCD as recently as Q4 2025.

Arax Advisory Partners first reported a position in CCD in Q3 2025 and has held it in 3 quarters since. The position peaked at $19.6K in Q3 2025. 77 funds tracked by Wall St. Rank hold CCD as of Q2 2026.

  • Arax Advisory Partners held 229 shares of Calamos Dynamic Convertible & Income Fund worth $5.9K as of Q2 2026.
  • Calamos Dynamic Convertible & Income Fund was a new Arax Advisory Partners position in Q2 2026.
  • Calamos Dynamic Convertible & Income Fund made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #4550 holding.
  • Arax Advisory Partners first reported a position in Calamos Dynamic Convertible & Income Fund in Q3 2025 and has held it in 3 quarters since.
  • Arax Advisory Partners's Calamos Dynamic Convertible & Income Fund position peaked at $19.6K in Q3 2025.
  • 77 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.