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 Q3	$393K	Hold	17,373	–	–	0.1%	141
2026 Q2	$448K	Hold	17,373	–	–	0.12%	127
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%	-$20.8K	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

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Advisors Asset Management Monument, Colorado $6.34B AUM 22.84% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.82B AUM 17.59% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Gilliland Jeter Wealth Management's CCD Position: Q3 2026 in Review

Gilliland Jeter Wealth Management held its Calamos Dynamic Convertible & Income Fund (CCD) position steady in Q3 2026 at 17,373 shares worth $393K. The position accounts for 0.1% of the portfolio, ranked #141.

Gilliland Jeter Wealth Management first reported a position in CCD in Q4 2023 and has held it in 12 quarters since. The position peaked at $454K in Q3 2024. 61 funds tracked by Wall St. Rank hold CCD as of Q3 2026.

Gilliland Jeter Wealth Management held 17,373 shares of Calamos Dynamic Convertible & Income Fund worth $393K as of Q3 2026.
Gilliland Jeter Wealth Management left its Calamos Dynamic Convertible & Income Fund share count unchanged in Q3 2026.
Calamos Dynamic Convertible & Income Fund made up 0.1% of Gilliland Jeter Wealth Management's portfolio in Q3 2026, its #141 holding.
Gilliland Jeter Wealth Management first reported a position in Calamos Dynamic Convertible & Income Fund in Q4 2023 and has held it in 12 quarters since.
Gilliland Jeter Wealth Management's Calamos Dynamic Convertible & Income Fund position peaked at $454K in Q3 2024.
61 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q3 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.