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

EverSource Wealth 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	$42.7K	Hold	2,000	–	–	﹤0.01%	2017
2025 Q4	$41.7K	Hold	2,000	–	–	﹤0.01%	1875
2025 Q3	$42.1K	Hold	2,000	–	–	﹤0.01%	1827
2025 Q2	$40.3K	Hold	2,000	–	–	﹤0.01%	1764
2025 Q1	$42.6K	Hold	2,000	–	–	﹤0.01%	1309
2024 Q4	$48.6K	Hold	2,000	–	–	﹤0.01%	1202
2024 Q3	$50.8K	Hold	2,000	–	–	﹤0.01%	1063
2024 Q2	$46.1K	Buy	+2,000	New	+$44.4K	﹤0.01%	1123

Other funds holding CCD

DADC

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

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

EverSource Wealth Advisors's CCD Position: Q1 2026 in Review

EverSource Wealth Advisors held its Calamos Dynamic Convertible & Income Fund (CCD) position steady in Q1 2026 at 2,000 shares worth $42.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2017.

EverSource Wealth Advisors first reported a position in CCD in Q2 2024 and has held it in 8 quarters since. The position peaked at $50.8K in Q3 2024. 64 funds tracked by Wall St. Rank hold CCD as of Q1 2026.

EverSource Wealth Advisors held 2,000 shares of Calamos Dynamic Convertible & Income Fund worth $42.7K as of Q1 2026.
EverSource Wealth Advisors left its Calamos Dynamic Convertible & Income Fund share count unchanged in Q1 2026.
Calamos Dynamic Convertible & Income Fund made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2017 holding.
EverSource Wealth Advisors first reported a position in Calamos Dynamic Convertible & Income Fund in Q2 2024 and has held it in 8 quarters since.
EverSource Wealth Advisors's Calamos Dynamic Convertible & Income Fund position peaked at $50.8K in Q3 2024.
64 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.