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
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 $16.5B AUM 19.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

&Partners's CCD Position: Q1 2026 in Review

&Partners reduced its Calamos Dynamic Convertible & Income Fund (CCD) stake by 26% in Q1 2026, selling an estimated $792K and leaving 103,695 shares worth $2.21M. The position accounts for 0.01% of the portfolio, ranked #862.

&Partners first reported a position in CCD in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.69M in Q3 2025. 64 funds tracked by Wall St. Rank hold CCD as of Q1 2026.

  • &Partners held 103,695 shares of Calamos Dynamic Convertible & Income Fund worth $2.21M as of Q1 2026.
  • &Partners sold 35,548 Calamos Dynamic Convertible & Income Fund shares in Q1 2026, an estimated $792K.
  • Calamos Dynamic Convertible & Income Fund made up 0.01% of &Partners's portfolio in Q1 2026, its #862 holding.
  • &Partners first reported a position in Calamos Dynamic Convertible & Income Fund in Q3 2025 and has held it in 3 quarters since.
  • &Partners's Calamos Dynamic Convertible & Income Fund position peaked at $3.69M in Q3 2025.
  • 64 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.