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 Q3	$2.47K	Hold	109	–	–	﹤0.01%	1196
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	$3.76K	Hold	180	–	–	﹤0.01%	650
2025 Q3	$3.79K	Buy	+180	New	+$3.72K	﹤0.01%	664

Other funds holding CCD

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Highline Wealth Partners's CCD Position: Q3 2026 in Review

Highline Wealth Partners held its Calamos Dynamic Convertible & Income Fund (CCD) position steady in Q3 2026 at 109 shares worth $2.47K. The position accounts for ﹤0.01% of the portfolio, ranked #1196.

Highline Wealth Partners first reported a position in CCD in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.79K in Q3 2025. 17 funds tracked by Wall St. Rank hold CCD as of Q3 2026.

Highline Wealth Partners held 109 shares of Calamos Dynamic Convertible & Income Fund worth $2.47K as of Q3 2026.
Highline Wealth Partners left its Calamos Dynamic Convertible & Income Fund share count unchanged in Q3 2026.
Calamos Dynamic Convertible & Income Fund made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #1196 holding.
Highline Wealth Partners first reported a position in Calamos Dynamic Convertible & Income Fund in Q3 2025 and has held it in 5 quarters since.
Highline Wealth Partners's Calamos Dynamic Convertible & Income Fund position peaked at $3.79K in Q3 2025.
17 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.