HWP
CCD

Highline Wealth Partners’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Highline Wealth Partners’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 		$2.81K Sell
109
-21
-16% -$514 ﹤0.01% 1091
2026
Q1 		$2.78K Sell
130
-50
-28% -$1.11K ﹤0.01% 951
2025
Q4 		$3.75K Hold
180
– – ﹤0.01% 650
2025
Q3 		$3.79K Buy
+180
New +$3.72K ﹤0.01% 664

Other funds holding CCD

PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LF
LifeSteps Financial Claremont, California $215M AUM 27.52% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Highline Wealth Partners's CCD Position: Q2 2026 in Review

Highline Wealth Partners reduced its Calamos Dynamic Convertible & Income Fund (CCD) stake by 16% in Q2 2026, selling an estimated $514 and leaving 109 shares worth $2.81K. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

Highline Wealth Partners first reported a position in CCD in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.79K in Q3 2025. 11 funds tracked by Wall St. Rank hold CCD as of Q2 2026.

  • Highline Wealth Partners held 109 shares of Calamos Dynamic Convertible & Income Fund worth $2.81K as of Q2 2026.
  • Highline Wealth Partners sold 21 Calamos Dynamic Convertible & Income Fund shares in Q2 2026, an estimated $514.
  • Calamos Dynamic Convertible & Income Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1091 holding.
  • Highline Wealth Partners first reported a position in Calamos Dynamic Convertible & Income Fund in Q3 2025 and has held it in 4 quarters since.
  • Highline Wealth Partners's Calamos Dynamic Convertible & Income Fund position peaked at $3.79K in Q3 2025.
  • 11 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.