Cambridge Investment Research Advisors
CCD

Cambridge Investment Research Advisors’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Cambridge Investment Research Advisors’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 		$1.26M Sell
58,811
-6,395
-10% -$143K ﹤0.01% 1969
2025
Q4 		$1.36M Sell
65,206
-503
-0.8% -$10.8K ﹤0.01% 1866
2025
Q3 		$1.38M Sell
65,709
-1,790
-3% -$37K ﹤0.01% 1793
2025
Q2 		$1.36M Sell
67,499
-2,766
-4% -$57.3K ﹤0.01% 1713
2025
Q1 		$1.5M Sell
70,265
-6,550
-9% -$153K 0.01% 1554
2024
Q4 		$1.87M Sell
76,815
-2,060
-3% -$50.5K 0.01% 1405
2024
Q3 		$2M Sell
78,875
-48
-0.1% -$1.13K 0.01% 1343
2024
Q2 		$1.77M Sell
78,923
-479
-0.6% -$10.6K 0.01% 1360
2024
Q1 		$1.73M Sell
79,402
-1,256
-2% -$26.4K 0.01% 1363
2023
Q4 		$1.59M Sell
80,658
-1,331
-2% -$24.8K 0.01% 1351
2023
Q3 		$1.53M Buy
81,989
+325
+0.4% +$6.61K 0.01% 1303
2023
Q2 		$1.77M Buy
81,664
+2,039
+3% +$45.5K 0.01% 1241
2023
Q1 		$1.7M Buy
79,625
+1,945
+3% +$43.3K 0.01% 1224
2022
Q4 		$1.59M Buy
77,680
+2,792
+4% +$60.1K 0.01% 1216
2022
Q3 		$1.5M Sell
74,888
-61
-0.1% -$1.41K 0.01% 1212
2022
Q2 		$1.61M Buy
74,949
+1,803
+2% +$42.5K 0.01% 1162
2022
Q1 		$1.88M Sell
73,146
-231
-0.3% -$6.19K 0.01% 1174
2021
Q4 		$2.31M Buy
73,377
+2,919
+4% +$92.1K 0.01% 1051
2021
Q3 		$2.14M Buy
70,458
+961
+1% +$29.8K 0.01% 1065
2021
Q2 		$2.17M Buy
69,497
+3,732
+6% +$119K 0.01% 1071
2021
Q1 		$2.1M Sell
65,765
-780
-1% -$24.2K 0.01% 981
2020
Q4 		$1.88M Buy
66,545
+6,999
+12% +$181K 0.01% 951
2020
Q3 		$1.36M Sell
59,546
-734
-1% -$16.7K 0.01% 1006
2020
Q2 		$1.27M Buy
60,280
+22,510
+60% +$423K 0.01% 983
2020
Q1 		$630K Buy
37,770
+5,594
+17% +$110K 0.01% 1236
2019
Q4 		$681K Sell
32,176
-673
-2% -$13.9K 0.01% 1375
2019
Q3 		$663K Buy
32,849
+1,591
+5% +$32.5K 0.01% 1316
2019
Q2 		$630K Buy
31,258
+2,059
+7% +$40.9K 0.01% 1292
2019
Q1 		$594K Buy
29,199
+10,164
+53% +$195K 0.01% 1372
2018
Q4 		$312K Buy
19,035
+6,323
+50% +$120K ﹤0.01% 1640
2018
Q3 		$276K Sell
12,712
-732
-5% -$16.2K ﹤0.01% 1845
2018
Q2 		$290K Buy
+13,444
New +$281K ﹤0.01% 1754

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

Cambridge Investment Research Advisors's CCD Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its Calamos Dynamic Convertible & Income Fund (CCD) stake by 9.8% in Q1 2026, selling an estimated $143K and leaving 58,811 shares worth $1.26M. The position accounts for ﹤0.01% of the portfolio, ranked #1969.

Cambridge Investment Research Advisors first reported a position in CCD in Q2 2018 and has held it in 32 quarters since. The position peaked at $2.31M in Q4 2021. 64 funds tracked by Wall St. Rank hold CCD as of Q1 2026.

  • Cambridge Investment Research Advisors held 58,811 shares of Calamos Dynamic Convertible & Income Fund worth $1.26M as of Q1 2026.
  • Cambridge Investment Research Advisors sold 6,395 Calamos Dynamic Convertible & Income Fund shares in Q1 2026, an estimated $143K.
  • Calamos Dynamic Convertible & Income Fund made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #1969 holding.
  • Cambridge Investment Research Advisors first reported a position in Calamos Dynamic Convertible & Income Fund in Q2 2018 and has held it in 32 quarters since.
  • Cambridge Investment Research Advisors's Calamos Dynamic Convertible & Income Fund position peaked at $2.31M in Q4 2021.
  • 64 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.