LF
CCD

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

LifeSteps Financial’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 		$10.3K Buy
+400
New +$9.79K ﹤0.01% 410

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
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

LifeSteps Financial's CCD Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Calamos Dynamic Convertible & Income Fund (CCD) in Q2 2026: 400 shares worth $10.3K. The stake represents ﹤0.01% of the portfolio and ranks #410 among its holdings.

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

  • LifeSteps Financial held 400 shares of Calamos Dynamic Convertible & Income Fund worth $10.3K as of Q2 2026.
  • Calamos Dynamic Convertible & Income Fund was a new LifeSteps Financial position in Q2 2026.
  • Calamos Dynamic Convertible & Income Fund made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #410 holding.
  • 11 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.