OCM
CCD

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
Q2 		– Sell
-660
Closed -$14.1K – 444
2026
Q1 		$14.1K Buy
+660
New +$14.7K 0.01% 258

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Morgan Stanley
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GC
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Osbon Capital Management's CCD Position: Q2 2026 in Review

Osbon Capital Management sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q2 2026, closing a stake of 660 shares — an estimated $14.1K sold.

Osbon Capital Management first reported a position in CCD in Q1 2026 and held it in 1 quarter. The position peaked at $14.1K in Q1 2026. 77 funds tracked by Wall St. Rank hold CCD as of Q2 2026.

  • Osbon Capital Management reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q2 2026 after selling out during the quarter.
  • Osbon Capital Management sold 660 Calamos Dynamic Convertible & Income Fund shares in Q2 2026, an estimated $14.1K.
  • Osbon Capital Management first reported a position in Calamos Dynamic Convertible & Income Fund in Q1 2026 and held it in 1 quarter.
  • Osbon Capital Management's Calamos Dynamic Convertible & Income Fund position peaked at $14.1K in Q1 2026.
  • 77 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q2 2026.

Based on Osbon Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.