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

Cetera 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
2022 Q1	–	Sell	-14,475	Closed	-$456K	–	1425
2021 Q4	$456K	Buy	14,475 +536	+4%	+$16.9K	0.01%	925
2021 Q3	$424K	Buy	13,939 +1,781	+15%	+$55.3K	0.01%	941
2021 Q2	$379K	Buy	12,158 +533	+5%	+$17K	0.01%	940
2021 Q1	$372K	Buy	11,625 +2,430	+26%	+$75.4K	0.01%	861
2020 Q4	$259K	Sell	9,195 -3,110	-25%	-$80.5K	0.01%	880
2020 Q3	$282K	Buy	+12,305	New	+$279K	0.01%	752

Other funds holding CCD

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Cetera Advisors's CCD Position: Q1 2022 in Review

Cetera Advisors sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q1 2022, closing a stake of 14,475 shares — an estimated $456K sold.

Cetera Advisors first reported a position in CCD in Q3 2020 and held it in 6 quarters. The position peaked at $456K in Q4 2021. 65 funds tracked by Wall St. Rank hold CCD as of Q1 2022.

Cetera Advisors reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q1 2022 after selling out during the quarter.
Cetera Advisors sold 14,475 Calamos Dynamic Convertible & Income Fund shares in Q1 2022, an estimated $456K.
Cetera Advisors first reported a position in Calamos Dynamic Convertible & Income Fund in Q3 2020 and held it in 6 quarters.
Cetera Advisors's Calamos Dynamic Convertible & Income Fund position peaked at $456K in Q4 2021.
65 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q1 2022.

Based on Cetera Advisors's 13F filing for Q1 2022, filed 12 May 2022.