Osbon Capital Management’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Osbon Capital Management’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 Q1	$14.1K	Buy	+660	New	+$14.7K	0.01%	258

Other funds holding CCD

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Osbon Capital Management's CCD Position: Q1 2026 in Review

Osbon Capital Management opened a new position in Calamos Dynamic Convertible & Income Fund (CCD) in Q1 2026: 660 shares worth $14.1K. The stake represents 0.01% of the portfolio and ranks #258 among its holdings.

64 funds tracked by Wall St. Rank hold CCD as of Q1 2026.

Osbon Capital Management held 660 shares of Calamos Dynamic Convertible & Income Fund worth $14.1K as of Q1 2026.
Calamos Dynamic Convertible & Income Fund was a new Osbon Capital Management position in Q1 2026.
Calamos Dynamic Convertible & Income Fund made up 0.01% of Osbon Capital Management's portfolio in Q1 2026, its #258 holding.
64 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q1 2026.

Based on Osbon Capital Management's 13F filing for Q1 2026, filed 15 May 2026.