Cetera Investment Advisers
CCD

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

Cetera Investment Advisers’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 		$258K Sell
12,101
-279
-2% -$6.22K ﹤0.01% 4111
2025
Q4 		$258K Sell
12,380
-2,616
-17% -$55.9K ﹤0.01% 4033
2025
Q3 		$316K Buy
+14,996
New +$310K ﹤0.01% 3784
2024
Q4 		– Sell
-9,867
Closed -$251K – 3797
2024
Q3 		$251K Sell
9,867
-319
-3% -$7.51K ﹤0.01% 3217
2024
Q2 		$229K Buy
+10,186
New +$226K ﹤0.01% 3272

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

Cetera Investment Advisers's CCD Position: Q1 2026 in Review

Cetera Investment Advisers reduced its Calamos Dynamic Convertible & Income Fund (CCD) stake by 2.3% in Q1 2026, selling an estimated $6.22K and leaving 12,101 shares worth $258K. The position accounts for ﹤0.01% of the portfolio, ranked #4111.

Cetera Investment Advisers first reported a position in CCD in Q2 2024 and has held it in 5 quarters since. The position peaked at $316K in Q3 2025. 64 funds tracked by Wall St. Rank hold CCD as of Q1 2026.

  • Cetera Investment Advisers held 12,101 shares of Calamos Dynamic Convertible & Income Fund worth $258K as of Q1 2026.
  • Cetera Investment Advisers sold 279 Calamos Dynamic Convertible & Income Fund shares in Q1 2026, an estimated $6.22K.
  • Calamos Dynamic Convertible & Income Fund made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #4111 holding.
  • Cetera Investment Advisers first reported a position in Calamos Dynamic Convertible & Income Fund in Q2 2024 and has held it in 5 quarters since.
  • Cetera Investment Advisers's Calamos Dynamic Convertible & Income Fund position peaked at $316K in Q3 2025.
  • 64 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.