MG
CCD

Mather Group’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Mather Group’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
2025
Q2 		– Sell
-358
Closed -$7.62K – 784
2025
Q1 		$7.62K Buy
+358
New +$8.37K ﹤0.01% 1319

Other funds holding CCD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Mather Group's CCD Position: Q2 2025 in Review

Mather Group sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q2 2025, closing a stake of 358 shares — an estimated $7.62K sold.

Mather Group first reported a position in CCD in Q1 2025 and held it in 1 quarter. The position peaked at $7.62K in Q1 2025. 64 funds tracked by Wall St. Rank hold CCD as of Q2 2025.

  • Mather Group reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q2 2025 after selling out during the quarter.
  • Mather Group sold 358 Calamos Dynamic Convertible & Income Fund shares in Q2 2025, an estimated $7.62K.
  • Mather Group first reported a position in Calamos Dynamic Convertible & Income Fund in Q1 2025 and held it in 1 quarter.
  • Mather Group's Calamos Dynamic Convertible & Income Fund position peaked at $7.62K in Q1 2025.
  • 64 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q2 2025.

Based on Mather Group's 13F filing for Q2 2025, filed 15 Jul 2025.