GJWM
CCD

Gilliland Jeter Wealth Management’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Gilliland Jeter Wealth Management’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 		$371K Buy
17,373
+136
+0.8% +$3.03K 0.11% 138
2025
Q4 		$360K Hold
17,237
– – 0.11% 136
2025
Q3 		$363K Buy
17,237
+200
+1% +$4.13K 0.11% 131
2025
Q2 		$344K Hold
17,037
– – 0.11% 133
2025
Q1 		$363K Hold
17,037
– – 0.13% 123
2024
Q4 		$414K Sell
17,037
-850
-5% -$20.9K 0.14% 119
2024
Q3 		$454K Sell
17,887
-230
-1% -$5.42K 0.15% 111
2024
Q2 		$407K Hold
18,117
– – 0.14% 118
2024
Q1 		$395K Hold
18,117
– – 0.14% 122
2023
Q4 		$358K Buy
+18,117
New +$338K 0.15% 120

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

Gilliland Jeter Wealth Management's CCD Position: Q1 2026 in Review

Gilliland Jeter Wealth Management increased its Calamos Dynamic Convertible & Income Fund (CCD) stake by 0.79% in Q1 2026, buying an estimated $3.03K and bringing the position to 17,373 shares worth $371K. The position accounts for 0.11% of the portfolio, ranked #138.

Gilliland Jeter Wealth Management first reported a position in CCD in Q4 2023 and has held it in 10 quarters since. The position peaked at $454K in Q3 2024. 64 funds tracked by Wall St. Rank hold CCD as of Q1 2026.

  • Gilliland Jeter Wealth Management held 17,373 shares of Calamos Dynamic Convertible & Income Fund worth $371K as of Q1 2026.
  • Gilliland Jeter Wealth Management bought 136 Calamos Dynamic Convertible & Income Fund shares in Q1 2026, an estimated $3.03K.
  • Calamos Dynamic Convertible & Income Fund made up 0.11% of Gilliland Jeter Wealth Management's portfolio in Q1 2026, its #138 holding.
  • Gilliland Jeter Wealth Management first reported a position in Calamos Dynamic Convertible & Income Fund in Q4 2023 and has held it in 10 quarters since.
  • Gilliland Jeter Wealth Management's Calamos Dynamic Convertible & Income Fund position peaked at $454K in Q3 2024.
  • 64 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q1 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.