PFO
CCD

PMG Family Office’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

PMG Family Office’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 		$1.51M Buy
58,774
+1,208
+2% +$29.6K 1.4% 24
2026
Q1 		$1.23M Buy
57,566
+2,193
+4% +$48.9K 1.37% 26
2025
Q4 		$1.16M Sell
55,373
-12,492
-18% -$267K 1.34% 26
2025
Q3 		$1.43M Buy
+67,865
New +$1.4M 1.6% 22

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

PMG Family Office's CCD Position: Q2 2026 in Review

PMG Family Office increased its Calamos Dynamic Convertible & Income Fund (CCD) stake by 2.1% in Q2 2026, buying an estimated $29.6K and bringing the position to 58,774 shares worth $1.51M. The position accounts for 1.4% of the portfolio, ranked #24.

PMG Family Office first reported a position in CCD in Q3 2025 and has held it in 4 quarters since. 77 funds tracked by Wall St. Rank hold CCD as of Q2 2026.

  • PMG Family Office held 58,774 shares of Calamos Dynamic Convertible & Income Fund worth $1.51M as of Q2 2026.
  • PMG Family Office bought 1,208 Calamos Dynamic Convertible & Income Fund shares in Q2 2026, an estimated $29.6K.
  • Calamos Dynamic Convertible & Income Fund made up 1.4% of PMG Family Office's portfolio in Q2 2026, its #24 holding.
  • PMG Family Office first reported a position in Calamos Dynamic Convertible & Income Fund in Q3 2025 and has held it in 4 quarters since.
  • 77 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q2 2026.

Based on PMG Family Office's 13F filing for Q2 2026, filed 16 Jul 2026.