Global Wealth Management Investment Advisory’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Global Wealth Management Investment Advisory’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 Q3	–	Sell	-5	Closed	–	–	193
2022 Q2	$0	Hold	5	–	–	﹤0.01%	500
2022 Q1	$0	Hold	5	–	–	﹤0.01%	495
2021 Q4	$0	Hold	5	–	–	﹤0.01%	457
2021 Q3	$0	Hold	5	–	–	﹤0.01%	465
2021 Q2	$0	Hold	5	–	–	﹤0.01%	444
2021 Q1	$0	Hold	5	–	–	﹤0.01%	467
2020 Q4	$0	Hold	5	–	–	﹤0.01%	466
2020 Q3	$0	Hold	5	–	–	﹤0.01%	472
2020 Q2	$0	Hold	5	–	–	﹤0.01%	606
2020 Q1	$0	Hold	5	–	–	﹤0.01%	596
2019 Q4	$0	Hold	5	–	–	﹤0.01%	619
2019 Q3	$0	Hold	5	–	–	﹤0.01%	640
2019 Q2	$0	Hold	5	–	–	﹤0.01%	694
2019 Q1	$0	Buy	+5	New	+$96	﹤0.01%	682

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Global Wealth Management Investment Advisory's CCD Position: Q3 2022 in Review

Global Wealth Management Investment Advisory sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q3 2022, closing a stake of 5 shares.

Global Wealth Management Investment Advisory first reported a position in CCD in Q1 2019 and held it in 14 quarters. The position peaked at $0 in Q2 2022. 53 funds tracked by Wall St. Rank hold CCD as of Q3 2022.

Global Wealth Management Investment Advisory reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q3 2022 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 5 Calamos Dynamic Convertible & Income Fund shares in Q3 2022.
Global Wealth Management Investment Advisory first reported a position in Calamos Dynamic Convertible & Income Fund in Q1 2019 and held it in 14 quarters.
Global Wealth Management Investment Advisory's Calamos Dynamic Convertible & Income Fund position peaked at $0 in Q2 2022.
53 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q3 2022.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2022, filed 19 Oct 2022.