JWA
CCD

JFS Wealth Advisors’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

JFS Wealth Advisors’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 		$1.57K Buy
+61
New +$1.49K ﹤0.01% 1682
2015
Q4 		– Sell
-1,500
Closed -$27K – 540
2015
Q3 		$27K Buy
+1,500
New +$30.8K 0.01% 254

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
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

JFS Wealth Advisors's CCD Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Calamos Dynamic Convertible & Income Fund (CCD) in Q2 2026: 61 shares worth $1.57K. The stake represents ﹤0.01% of the portfolio and ranks #1682 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in CCD as recently as Q3 2015.

JFS Wealth Advisors first reported a position in CCD in Q3 2015 and has held it in 2 quarters since. The position peaked at $27K in Q3 2015. 11 funds tracked by Wall St. Rank hold CCD as of Q2 2026.

  • JFS Wealth Advisors held 61 shares of Calamos Dynamic Convertible & Income Fund worth $1.57K as of Q2 2026.
  • Calamos Dynamic Convertible & Income Fund was a new JFS Wealth Advisors position in Q2 2026.
  • Calamos Dynamic Convertible & Income Fund made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #1682 holding.
  • JFS Wealth Advisors first reported a position in Calamos Dynamic Convertible & Income Fund in Q3 2015 and has held it in 2 quarters since.
  • JFS Wealth Advisors's Calamos Dynamic Convertible & Income Fund position peaked at $27K in Q3 2015.
  • 11 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.