BHWM
CCD

Beaird Harris Wealth Management’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Beaird Harris Wealth Management’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 		– Sell
-118
Closed -$2.52K – 714
2026
Q1 		$2.52K Buy
+118
New +$2.63K ﹤0.01% 474

Other funds holding CCD

PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LF
LifeSteps Financial Claremont, California $215M AUM 27.52% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Beaird Harris Wealth Management's CCD Position: Q2 2026 in Review

Beaird Harris Wealth Management sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q2 2026, closing a stake of 118 shares — an estimated $2.52K sold.

Beaird Harris Wealth Management first reported a position in CCD in Q1 2026 and held it in 1 quarter. The position peaked at $2.52K in Q1 2026. 11 funds tracked by Wall St. Rank hold CCD as of Q2 2026.

  • Beaird Harris Wealth Management reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q2 2026 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 118 Calamos Dynamic Convertible & Income Fund shares in Q2 2026, an estimated $2.52K.
  • Beaird Harris Wealth Management first reported a position in Calamos Dynamic Convertible & Income Fund in Q1 2026 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Calamos Dynamic Convertible & Income Fund position peaked at $2.52K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.