OP
CCD

ORG Partners’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

ORG Partners’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
Q4 		$39.3K Hold
1,885
– – 0.01% 635
2025
Q3 		$39.7K Hold
1,885
– – 0.01% 641
2025
Q2 		$38.2K Hold
1,885
– – 0.01% 612
2025
Q1 		$40K Hold
1,885
– – 0.01% 533
2024
Q4 		$45.8K Buy
+1,885
New +$46.2K 0.01% 575

Other funds holding CCD

DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
P
&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

ORG Partners's CCD Position: Q4 2025 in Review

ORG Partners held its Calamos Dynamic Convertible & Income Fund (CCD) position steady in Q4 2025 at 1,885 shares worth $39.3K. The position accounts for 0.01% of the portfolio, ranked #635.

ORG Partners first reported a position in CCD in Q4 2024 and has held it in 5 quarters since. The position peaked at $45.8K in Q4 2024. 71 funds tracked by Wall St. Rank hold CCD as of Q4 2025.

  • ORG Partners held 1,885 shares of Calamos Dynamic Convertible & Income Fund worth $39.3K as of Q4 2025.
  • ORG Partners left its Calamos Dynamic Convertible & Income Fund share count unchanged in Q4 2025.
  • Calamos Dynamic Convertible & Income Fund made up 0.01% of ORG Partners's portfolio in Q4 2025, its #635 holding.
  • ORG Partners first reported a position in Calamos Dynamic Convertible & Income Fund in Q4 2024 and has held it in 5 quarters since.
  • ORG Partners's Calamos Dynamic Convertible & Income Fund position peaked at $45.8K in Q4 2024.
  • 71 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.