FFA
CCD

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

Farther Finance 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
Q2 		$63.4K Hold
2,460
– – ﹤0.01% 3063
2026
Q1 		$54.4K Hold
2,460
– – ﹤0.01% 2942
2025
Q4 		$51.3K Hold
2,460
– – ﹤0.01% 2800
2025
Q3 		$51.8K Buy
+2,460
New +$50.8K ﹤0.01% 2419
2025
Q2 		– Sell
-435
Closed -$9.24K – 4527
2025
Q1 		$9.24K Hold
435
– – ﹤0.01% 2779
2024
Q4 		$10.6K Hold
435
– – ﹤0.01% 2361
2024
Q3 		$11K Buy
+435
New +$10.2K ﹤0.01% 2326

Other funds holding CCD

PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
LF
LifeSteps Financial Claremont, California $215M AUM 27.52% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Farther Finance Advisors's CCD Position: Q2 2026 in Review

Farther Finance Advisors held its Calamos Dynamic Convertible & Income Fund (CCD) position steady in Q2 2026 at 2,460 shares worth $63.4K. The position accounts for ﹤0.01% of the portfolio, ranked #3063.

Farther Finance Advisors first reported a position in CCD in Q3 2024 and has held it in 7 quarters since. 11 funds tracked by Wall St. Rank hold CCD as of Q2 2026.

  • Farther Finance Advisors held 2,460 shares of Calamos Dynamic Convertible & Income Fund worth $63.4K as of Q2 2026.
  • Farther Finance Advisors left its Calamos Dynamic Convertible & Income Fund share count unchanged in Q2 2026.
  • Calamos Dynamic Convertible & Income Fund made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #3063 holding.
  • Farther Finance Advisors first reported a position in Calamos Dynamic Convertible & Income Fund in Q3 2024 and has held it in 7 quarters since.
  • 11 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.