MFA
CCD

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

McClarren Financial 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
2025
Q2 		– Sell
-21
Closed -$8K – 120
2025
Q1 		$8K Buy
+21
New +$491 0.01% 216

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GC
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LCM
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Royal Bank of Canada
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AAM
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LPL Financial
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MA
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McClarren Financial Advisors's CCD Position: Q2 2025 in Review

McClarren Financial Advisors sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q2 2025, closing a stake of 21 shares — an estimated $8K sold.

McClarren Financial Advisors first reported a position in CCD in Q1 2025 and held it in 1 quarter. The position peaked at $8K in Q1 2025. 64 funds tracked by Wall St. Rank hold CCD as of Q2 2025.

  • McClarren Financial Advisors reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q2 2025 after selling out during the quarter.
  • McClarren Financial Advisors sold 21 Calamos Dynamic Convertible & Income Fund shares in Q2 2025, an estimated $8K.
  • McClarren Financial Advisors first reported a position in Calamos Dynamic Convertible & Income Fund in Q1 2025 and held it in 1 quarter.
  • McClarren Financial Advisors's Calamos Dynamic Convertible & Income Fund position peaked at $8K in Q1 2025.
  • 64 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q2 2025.

Based on McClarren Financial Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.