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 Q2	$646K	Sell	25,072 -10,914	-30%	-$267K	0.2%	128
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 $18.1B AUM 24.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Samalin Investment Counsel's CCD Position: Q2 2026 in Review

Samalin Investment Counsel reduced its Calamos Dynamic Convertible & Income Fund (CCD) stake by 30% in Q2 2026, selling an estimated $267K and leaving 25,072 shares worth $646K. The position accounts for 0.2% of the portfolio, ranked #128.

Samalin Investment Counsel first reported a position in CCD in Q1 2024 and has held it in 10 quarters since. The position peaked at $859K in Q4 2025. 77 funds tracked by Wall St. Rank hold CCD as of Q2 2026.

Samalin Investment Counsel held 25,072 shares of Calamos Dynamic Convertible & Income Fund worth $646K as of Q2 2026.
Samalin Investment Counsel sold 10,914 Calamos Dynamic Convertible & Income Fund shares in Q2 2026, an estimated $267K.
Calamos Dynamic Convertible & Income Fund made up 0.2% of Samalin Investment Counsel's portfolio in Q2 2026, its #128 holding.
Samalin Investment Counsel first reported a position in Calamos Dynamic Convertible & Income Fund in Q1 2024 and has held it in 10 quarters since.
Samalin Investment Counsel's Calamos Dynamic Convertible & Income Fund position peaked at $859K in Q4 2025.
77 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q2 2026.

Based on Samalin Investment Counsel's 13F filing for Q2 2026, filed 27 Jul 2026.