IWC
CCD

Integrated Wealth Concepts’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Integrated Wealth Concepts’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 		– Sell
-11,616
Closed -$242K – 2285
2025
Q4 		$242K Sell
11,616
-803
-6% -$17.2K ﹤0.01% 1427
2025
Q3 		$261K Buy
12,419
+1,907
+18% +$39.4K ﹤0.01% 1706
2025
Q2 		$212K Buy
10,512
+244
+2% +$5.06K ﹤0.01% 1740
2025
Q1 		$219K Hold
10,268
– – ﹤0.01% 1578
2024
Q4 		$250K Sell
10,268
-267
-3% -$6.55K ﹤0.01% 1481
2024
Q3 		$268K Sell
10,535
-731
-6% -$17.2K ﹤0.01% 1414
2024
Q2 		$253K Buy
11,266
+1,976
+21% +$43.9K ﹤0.01% 1415
2024
Q1 		$203K Buy
+9,290
New +$195K ﹤0.01% 1516

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

Integrated Wealth Concepts's CCD Position: Q1 2026 in Review

Integrated Wealth Concepts sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q1 2026, closing a stake of 11,616 shares — an estimated $242K sold.

Integrated Wealth Concepts first reported a position in CCD in Q1 2024 and held it in 8 quarters. The position peaked at $268K in Q3 2024. 64 funds tracked by Wall St. Rank hold CCD as of Q1 2026.

  • Integrated Wealth Concepts reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q1 2026 after selling out during the quarter.
  • Integrated Wealth Concepts sold 11,616 Calamos Dynamic Convertible & Income Fund shares in Q1 2026, an estimated $242K.
  • Integrated Wealth Concepts first reported a position in Calamos Dynamic Convertible & Income Fund in Q1 2024 and held it in 8 quarters.
  • Integrated Wealth Concepts's Calamos Dynamic Convertible & Income Fund position peaked at $268K in Q3 2024.
  • 64 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.