Financial Engines Advisors
CCD

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

Financial Engines 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 		$226K Buy
+8,758
New +$214K ﹤0.01% 527
2025
Q3 		– Sell
-10,671
Closed -$215K – 545
2025
Q2 		$215K Buy
+10,671
New +$221K ﹤0.01% 494

Other funds holding CCD

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Financial Engines Advisors's CCD Position: Q2 2026 in Review

Financial Engines Advisors opened a new position in Calamos Dynamic Convertible & Income Fund (CCD) in Q2 2026: 8,758 shares worth $226K. The stake represents ﹤0.01% of the portfolio and ranks #527 among its holdings. This is a return to the name: Financial Engines Advisors previously reported a position in CCD as recently as Q2 2025.

Financial Engines Advisors first reported a position in CCD in Q2 2025 and has held it in 2 quarters since. 77 funds tracked by Wall St. Rank hold CCD as of Q2 2026.

  • Financial Engines Advisors held 8,758 shares of Calamos Dynamic Convertible & Income Fund worth $226K as of Q2 2026.
  • Calamos Dynamic Convertible & Income Fund was a new Financial Engines Advisors position in Q2 2026.
  • Calamos Dynamic Convertible & Income Fund made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #527 holding.
  • Financial Engines Advisors first reported a position in Calamos Dynamic Convertible & Income Fund in Q2 2025 and has held it in 2 quarters since.
  • 77 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.