Atria Wealth Solutions’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$255K	Buy	12,637 +997	+9%	+$20.7K	0.01%	1242
2025 Q1	$248K	Sell	11,640 -459	-4%	-$10.7K	﹤0.01%	1597
2024 Q4	$294K	Buy	12,099 +39	+0.3%	+$957	﹤0.01%	1558
2024 Q3	$306K	Buy	12,060 +1,688	+16%	+$39.8K	﹤0.01%	1498
2024 Q2	$233K	Buy	10,372 +43	+0.4%	+$955	﹤0.01%	1664
2024 Q1	$225K	Buy	10,329 +51	+0.5%	+$1.07K	﹤0.01%	1741
2023 Q4	$203K	Buy	10,278 +65	+0.6%	+$1.21K	﹤0.01%	1768
2023 Q3	$190K	Buy	10,213 +52	+0.5%	+$1.06K	﹤0.01%	1712
2023 Q2	$221K	Sell	10,161 -181	-2%	-$4.04K	﹤0.01%	1628
2023 Q1	$220K	Sell	10,342 -530	-5%	-$11.8K	﹤0.01%	1613
2022 Q4	$225K	Buy	+10,872	New	+$234K	﹤0.01%	1536

Other funds holding CCD

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

LCM

Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Atria Wealth Solutions's CCD Position: Q2 2025 in Review

Atria Wealth Solutions increased its Calamos Dynamic Convertible & Income Fund (CCD) stake by 8.6% in Q2 2025, buying an estimated $20.7K and bringing the position to 12,637 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #1242.

Atria Wealth Solutions first reported a position in CCD in Q4 2022 and has held it in 11 quarters since. The position peaked at $306K in Q3 2024. 64 funds tracked by Wall St. Rank hold CCD as of Q2 2025.

Atria Wealth Solutions held 12,637 shares of Calamos Dynamic Convertible & Income Fund worth $255K as of Q2 2025.
Atria Wealth Solutions bought 997 Calamos Dynamic Convertible & Income Fund shares in Q2 2025, an estimated $20.7K.
Calamos Dynamic Convertible & Income Fund made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #1242 holding.
Atria Wealth Solutions first reported a position in Calamos Dynamic Convertible & Income Fund in Q4 2022 and has held it in 11 quarters since.
Atria Wealth Solutions's Calamos Dynamic Convertible & Income Fund position peaked at $306K in Q3 2024.
64 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.