P
CCD

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

&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
2026
Q2 		$2.7M Buy
105,007
+1,312
+1% +$32.1K 0.01% 866
2026
Q1 		$2.21M Sell
103,695
-35,548
-26% -$792K 0.01% 862
2025
Q4 		$2.9M Sell
139,243
-36,177
-21% -$773K 0.02% 699
2025
Q3 		$3.69M Buy
+175,420
New +$3.63M 0.02% 518

Other funds holding CCD

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
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

&Partners's CCD Position: Q2 2026 in Review

&Partners increased its Calamos Dynamic Convertible & Income Fund (CCD) stake by 1.3% in Q2 2026, buying an estimated $32.1K and bringing the position to 105,007 shares worth $2.7M. The position accounts for 0.01% of the portfolio, ranked #866.

&Partners first reported a position in CCD in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.69M in Q3 2025. 77 funds tracked by Wall St. Rank hold CCD as of Q2 2026.

  • &Partners held 105,007 shares of Calamos Dynamic Convertible & Income Fund worth $2.7M as of Q2 2026.
  • &Partners bought 1,312 Calamos Dynamic Convertible & Income Fund shares in Q2 2026, an estimated $32.1K.
  • Calamos Dynamic Convertible & Income Fund made up 0.01% of &Partners's portfolio in Q2 2026, its #866 holding.
  • &Partners first reported a position in Calamos Dynamic Convertible & Income Fund in Q3 2025 and has held it in 4 quarters since.
  • &Partners's Calamos Dynamic Convertible & Income Fund position peaked at $3.69M in Q3 2025.
  • 77 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.