Professional Financial Advisors’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Professional Financial 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
2022 Q4	–	Sell	-5	Closed	–	–	135
2022 Q3	$0	Hold	5	–	–	﹤0.01%	482
2022 Q2	$0	Hold	5	–	–	﹤0.01%	470
2022 Q1	$0	Sell	5 -24,250	-100%	-$650K	﹤0.01%	475
2021 Q4	$764K	Sell	24,255 -17,887	-42%	-$565K	0.33%	52
2021 Q3	$1.28M	Sell	42,142 -1,428	-3%	-$44.3K	0.73%	26
2021 Q2	$1.36M	Sell	43,570 -1,687	-4%	-$53.9K	0.75%	25
2021 Q1	$1.45M	Buy	+45,257	New	+$1.4M	0.9%	24

Other funds holding CCD

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Professional Financial Advisors's CCD Position: Q4 2022 in Review

Professional Financial Advisors sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q4 2022, closing a stake of 5 shares.

Professional Financial Advisors first reported a position in CCD in Q1 2021 and held it in 7 quarters. The position peaked at $1.45M in Q1 2021. 50 funds tracked by Wall St. Rank hold CCD as of Q4 2022.

Professional Financial Advisors reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q4 2022 after selling out during the quarter.
Professional Financial Advisors sold 5 Calamos Dynamic Convertible & Income Fund shares in Q4 2022.
Professional Financial Advisors first reported a position in Calamos Dynamic Convertible & Income Fund in Q1 2021 and held it in 7 quarters.
Professional Financial Advisors's Calamos Dynamic Convertible & Income Fund position peaked at $1.45M in Q1 2021.
50 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q4 2022.

Based on Professional Financial Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.