Key Financial Inc’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Key Financial Inc’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	$16.1K	Buy	+625	New	+$15.3K	﹤0.01%	765

Other funds holding CCD

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Key Financial Inc's CCD Position: Q2 2026 in Review

Key Financial Inc opened a new position in Calamos Dynamic Convertible & Income Fund (CCD) in Q2 2026: 625 shares worth $16.1K. The stake represents ﹤0.01% of the portfolio and ranks #765 among its holdings.

77 funds tracked by Wall St. Rank hold CCD as of Q2 2026.

Key Financial Inc held 625 shares of Calamos Dynamic Convertible & Income Fund worth $16.1K as of Q2 2026.
Calamos Dynamic Convertible & Income Fund was a new Key Financial Inc position in Q2 2026.
Calamos Dynamic Convertible & Income Fund made up ﹤0.01% of Key Financial Inc's portfolio in Q2 2026, its #765 holding.
77 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.