Cetera Advisor Networks’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Cetera Advisor Networks’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
2022 Q4	–	Sell	-28,394	Closed	-$569K	–	2552
2022 Q3	$569K	Sell	28,394 -9,232	-25%	-$213K	0.01%	1198
2022 Q2	$807K	Sell	37,626 -5,162	-12%	-$122K	0.01%	990
2022 Q1	$1.1M	Sell	42,788 -8,353	-16%	-$224K	0.01%	867
2021 Q4	$1.61M	Sell	51,141 -3,475	-6%	-$110K	0.02%	691
2021 Q3	$1.66M	Buy	54,616 +431	+0.8%	+$13.4K	0.02%	620
2021 Q2	$1.69M	Buy	54,185 +2,834	+6%	+$90.5K	0.02%	593
2021 Q1	$1.64M	Sell	51,351 -1,479	-3%	-$45.9K	0.03%	424
2020 Q4	$1.49M	Buy	52,830 +19,611	+59%	+$508K	0.03%	397
2020 Q3	$760K	Buy	33,219 +2,042	+7%	+$46.3K	0.02%	566
2020 Q2	$658K	Buy	31,177 +3,244	+12%	+$61K	0.02%	593
2020 Q1	$466K	Buy	+27,933	New	+$552K	0.02%	628

Other funds holding CCD

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cetera Advisor Networks's CCD Position: Q4 2022 in Review

Cetera Advisor Networks sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q4 2022, closing a stake of 28,394 shares — an estimated $569K sold.

Cetera Advisor Networks first reported a position in CCD in Q1 2020 and held it in 11 quarters. The position peaked at $1.69M in Q2 2021. 50 funds tracked by Wall St. Rank hold CCD as of Q4 2022.

Cetera Advisor Networks reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q4 2022 after selling out during the quarter.
Cetera Advisor Networks sold 28,394 Calamos Dynamic Convertible & Income Fund shares in Q4 2022, an estimated $569K.
Cetera Advisor Networks first reported a position in Calamos Dynamic Convertible & Income Fund in Q1 2020 and held it in 11 quarters.
Cetera Advisor Networks's Calamos Dynamic Convertible & Income Fund position peaked at $1.69M in Q2 2021.
50 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q4 2022.

Based on Cetera Advisor Networks's 13F filing for Q4 2022, filed 14 Feb 2023.