Samalin Investment Counsel’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Samalin Investment Counsel’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	$768K	Sell	35,986 -5,197	-13%	-$116K	0.27%	106
2025 Q4	$859K	Buy	41,183 +1,322	+3%	+$28.3K	0.3%	89
2025 Q3	$839K	Buy	39,861 +4,433	+13%	+$91.6K	0.29%	98
2025 Q2	$714K	Buy	35,428 +2,905	+9%	+$60.2K	0.27%	108
2025 Q1	$692K	Buy	32,523 +3,530	+12%	+$82.6K	0.28%	105
2024 Q4	$705K	Sell	28,993 -2	-0%	-$49	0.3%	97
2024 Q3	$736K	Buy	28,995 +1,403	+5%	+$33K	0.32%	93
2024 Q2	$619K	Buy	27,592 +953	+4%	+$21.2K	0.29%	105
2024 Q1	$581K	Buy	+26,639	New	+$559K	0.28%	113

Other funds holding CCD

DADC

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Samalin Investment Counsel's CCD Position: Q1 2026 in Review

Samalin Investment Counsel reduced its Calamos Dynamic Convertible & Income Fund (CCD) stake by 13% in Q1 2026, selling an estimated $116K and leaving 35,986 shares worth $768K. The position accounts for 0.27% of the portfolio, ranked #106.

Samalin Investment Counsel first reported a position in CCD in Q1 2024 and has held it in 9 quarters since. The position peaked at $859K in Q4 2025. 64 funds tracked by Wall St. Rank hold CCD as of Q1 2026.

Samalin Investment Counsel held 35,986 shares of Calamos Dynamic Convertible & Income Fund worth $768K as of Q1 2026.
Samalin Investment Counsel sold 5,197 Calamos Dynamic Convertible & Income Fund shares in Q1 2026, an estimated $116K.
Calamos Dynamic Convertible & Income Fund made up 0.27% of Samalin Investment Counsel's portfolio in Q1 2026, its #106 holding.
Samalin Investment Counsel first reported a position in Calamos Dynamic Convertible & Income Fund in Q1 2024 and has held it in 9 quarters since.
Samalin Investment Counsel's Calamos Dynamic Convertible & Income Fund position peaked at $859K in Q4 2025.
64 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q1 2026.

Based on Samalin Investment Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.