Janney Montgomery Scott
CCD

Janney Montgomery Scott’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Janney Montgomery Scott’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 		$874K Buy
40,945
+17,990
+78% +$401K ﹤0.01% 1733
2025
Q4 		$479K Buy
22,955
+16
+0.1% +$342 ﹤0.01% 2230
2025
Q3 		$483K Sell
22,939
-2,225
-9% -$46K ﹤0.01% 2167
2025
Q2 		$507K Sell
25,164
-1,235
-5% -$25.6K ﹤0.01% 1991
2025
Q1 		$562K Buy
26,399
+2,395
+10% +$56K ﹤0.01% 1912
2024
Q4 		$583K Hold
24,004
– – ﹤0.01% 1903
2024
Q3 		$610K Sell
24,004
-800
-3% -$18.8K ﹤0.01% 1829
2024
Q2 		$557K Sell
24,804
-485
-2% -$10.8K ﹤0.01% 1803
2024
Q1 		$551K Buy
25,289
+725
+3% +$15.2K ﹤0.01% 1932
2023
Q4 		$486K Hold
24,564
– – ﹤0.01% 1921
2023
Q3 		$458K Hold
24,564
– – ﹤0.01% 1819
2023
Q2 		$534K Sell
24,564
-400
-2% -$8.93K ﹤0.01% 1811
2023
Q1 		$532K Sell
24,964
-2,837
-10% -$63.1K ﹤0.01% 1684
2022
Q4 		$570K Sell
27,801
-11,603
-29% -$250K ﹤0.01% 1687
2022
Q3 		$789K Sell
39,404
-1,883
-5% -$43.4K ﹤0.01% 1428
2022
Q2 		$889K Sell
41,287
-875
-2% -$20.6K ﹤0.01% 1308
2022
Q1 		$1.08M Sell
42,162
-1,703
-4% -$45.7K ﹤0.01% 1201
2021
Q4 		$1.38M Sell
43,865
-281
-0.6% -$8.87K 0.01% 1162
2021
Q3 		$1.34M Buy
44,146
+12,461
+39% +$387K 0.01% 1142
2021
Q2 		$988K Hold
31,685
– – ﹤0.01% 1276
2021
Q1 		$1.01M Buy
31,685
+6,011
+23% +$187K ﹤0.01% 1185
2020
Q4 		$723K Buy
+25,674
New +$665K ﹤0.01% 1356

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

Janney Montgomery Scott's CCD Position: Q1 2026 in Review

Janney Montgomery Scott increased its Calamos Dynamic Convertible & Income Fund (CCD) stake by 78% in Q1 2026, buying an estimated $401K and bringing the position to 40,945 shares worth $874K. The position accounts for ﹤0.01% of the portfolio, ranked #1733.

Janney Montgomery Scott first reported a position in CCD in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.38M in Q4 2021. 64 funds tracked by Wall St. Rank hold CCD as of Q1 2026.

  • Janney Montgomery Scott held 40,945 shares of Calamos Dynamic Convertible & Income Fund worth $874K as of Q1 2026.
  • Janney Montgomery Scott bought 17,990 Calamos Dynamic Convertible & Income Fund shares in Q1 2026, an estimated $401K.
  • Calamos Dynamic Convertible & Income Fund made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1733 holding.
  • Janney Montgomery Scott first reported a position in Calamos Dynamic Convertible & Income Fund in Q4 2020 and has held it in 22 quarters since.
  • Janney Montgomery Scott's Calamos Dynamic Convertible & Income Fund position peaked at $1.38M in Q4 2021.
  • 64 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.