Financial Partners Group (Kansas)’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Financial Partners Group (Kansas)’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	-22,054	Closed	-$591K	–	162
2021 Q4	$591K	Hold	22,054	–	–	0.13%	88
2021 Q3	$671K	Hold	22,054	–	–	0.16%	77
2021 Q2	$687K	Hold	22,054	–	–	0.18%	68
2021 Q1	$705K	Buy	+22,054	New	+$685K	0.2%	65

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

Financial Partners Group (Kansas)'s CCD Position: Q1 2022 in Review

Financial Partners Group (Kansas) sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q1 2022, closing a stake of 22,054 shares — an estimated $591K sold.

Financial Partners Group (Kansas) first reported a position in CCD in Q1 2021 and held it in 4 quarters. The position peaked at $705K in Q1 2021. 65 funds tracked by Wall St. Rank hold CCD as of Q1 2022.

Financial Partners Group (Kansas) reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q1 2022 after selling out during the quarter.
Financial Partners Group (Kansas) sold 22,054 Calamos Dynamic Convertible & Income Fund shares in Q1 2022, an estimated $591K.
Financial Partners Group (Kansas) first reported a position in Calamos Dynamic Convertible & Income Fund in Q1 2021 and held it in 4 quarters.
Financial Partners Group (Kansas)'s Calamos Dynamic Convertible & Income Fund position peaked at $705K in Q1 2021.
65 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q1 2022.

Based on Financial Partners Group (Kansas)'s 13F filing for Q1 2022, filed 29 Apr 2022.