Primoris Wealth Advisors’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Primoris Wealth Advisors’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
2025 Q2	–	Sell	-12,950	Closed	-$276K	–	103
2025 Q1	$276K	Hold	12,950	–	–	0.21%	79
2024 Q4	$315K	Hold	12,950	–	–	0.24%	72
2024 Q3	$329K	Hold	12,950	–	–	0.24%	78
2024 Q2	$291K	Hold	12,950	–	–	0.23%	82
2024 Q1	$282K	Buy	12,950 +1,250	+11%	+$26.2K	0.23%	81
2023 Q4	$231K	Buy	11,700 +200	+2%	+$3.73K	0.22%	78
2023 Q3	$214K	Buy	+11,500	New	+$234K	0.26%	65

Other funds holding CCD

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

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

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

Primoris Wealth Advisors's CCD Position: Q2 2025 in Review

Primoris Wealth Advisors sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q2 2025, closing a stake of 12,950 shares — an estimated $276K sold.

Primoris Wealth Advisors first reported a position in CCD in Q3 2023 and held it in 7 quarters. The position peaked at $329K in Q3 2024. 64 funds tracked by Wall St. Rank hold CCD as of Q2 2025.

Primoris Wealth Advisors reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q2 2025 after selling out during the quarter.
Primoris Wealth Advisors sold 12,950 Calamos Dynamic Convertible & Income Fund shares in Q2 2025, an estimated $276K.
Primoris Wealth Advisors first reported a position in Calamos Dynamic Convertible & Income Fund in Q3 2023 and held it in 7 quarters.
Primoris Wealth Advisors's Calamos Dynamic Convertible & Income Fund position peaked at $329K in Q3 2024.
64 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q2 2025.

Based on Primoris Wealth Advisors's 13F filing for Q2 2025, filed 29 Jul 2025.