CSC
CCD

Caldwell Sutter Capital’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Caldwell Sutter Capital’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
Q1 		$5.34K Hold
250
– – ﹤0.01% 635
2025
Q4 		$5.21K Hold
250
– – ﹤0.01% 629
2025
Q3 		$5.26K Hold
250
– – ﹤0.01% 629
2025
Q2 		$5.04K Hold
250
– – ﹤0.01% 618
2025
Q1 		$5.32K Hold
250
– – ﹤0.01% 618
2024
Q4 		$6.08K Hold
250
– – ﹤0.01% 615
2024
Q3 		$6.35K Hold
250
– – ﹤0.01% 615
2024
Q2 		$5.61K Hold
250
– – ﹤0.01% 623
2024
Q1 		$5.45K Hold
250
– – ﹤0.01% 623
2023
Q4 		$4.95K Sell
250
-400
-62% -$7.46K ﹤0.01% 630
2023
Q3 		$12.1K Hold
650
– – 0.01% 502
2023
Q2 		$14.1K Buy
+650
New +$14.5K 0.01% 488

Other funds holding CCD

DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Caldwell Sutter Capital's CCD Position: Q1 2026 in Review

Caldwell Sutter Capital held its Calamos Dynamic Convertible & Income Fund (CCD) position steady in Q1 2026 at 250 shares worth $5.34K. The position accounts for ﹤0.01% of the portfolio, ranked #635.

Caldwell Sutter Capital first reported a position in CCD in Q2 2023 and has held it in 12 quarters since. The position peaked at $14.1K in Q2 2023. 64 funds tracked by Wall St. Rank hold CCD as of Q1 2026.

  • Caldwell Sutter Capital held 250 shares of Calamos Dynamic Convertible & Income Fund worth $5.34K as of Q1 2026.
  • Caldwell Sutter Capital left its Calamos Dynamic Convertible & Income Fund share count unchanged in Q1 2026.
  • Calamos Dynamic Convertible & Income Fund made up ﹤0.01% of Caldwell Sutter Capital's portfolio in Q1 2026, its #635 holding.
  • Caldwell Sutter Capital first reported a position in Calamos Dynamic Convertible & Income Fund in Q2 2023 and has held it in 12 quarters since.
  • Caldwell Sutter Capital's Calamos Dynamic Convertible & Income Fund position peaked at $14.1K in Q2 2023.
  • 64 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q1 2026.

Based on Caldwell Sutter Capital's 13F filing for Q1 2026, filed 6 May 2026.