AssetMark Inc’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

AssetMark Inc’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	$3.38K	Buy	+131	New	+$3.21K	﹤0.01%	2824

Other funds holding CCD

DADC

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

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

BFG

Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

EAM

Everstar Asset Management Mooresville, North Carolina $207M AUM 18.14% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

ASGL

Advisory Solutions Group, LLC Plymouth, Minnesota $295M AUM

AssetMark Inc's CCD Position: Q2 2026 in Review

AssetMark Inc opened a new position in Calamos Dynamic Convertible & Income Fund (CCD) in Q2 2026: 131 shares worth $3.38K. The stake represents ﹤0.01% of the portfolio and ranks #2824 among its holdings.

43 funds tracked by Wall St. Rank hold CCD as of Q2 2026.

AssetMark Inc held 131 shares of Calamos Dynamic Convertible & Income Fund worth $3.38K as of Q2 2026.
Calamos Dynamic Convertible & Income Fund was a new AssetMark Inc position in Q2 2026.
Calamos Dynamic Convertible & Income Fund made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2824 holding.
43 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.