AWS
CCD

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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return