Semus Wealth Partners’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Semus Wealth Partners’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
2024 Q4	–	Sell	-8,189	Closed	-$208K	–	118
2024 Q3	$208K	Sell	8,189 -1,886	-19%	-$44.4K	0.15%	112
2024 Q2	$226K	Sell	10,075 -281	-3%	-$6.24K	0.17%	100
2024 Q1	$226K	Sell	10,356 -434	-4%	-$9.11K	0.19%	114
2023 Q4	$213K	Sell	10,790 -106	-1%	-$1.98K	0.17%	118
2023 Q3	$203K	Buy	10,896 +3	+0%	+$61	0.19%	107
2023 Q2	$237K	Sell	10,893 -98	-0.9%	-$2.19K	0.22%	99
2023 Q1	$234K	Sell	10,991 -678	-6%	-$15.1K	0.25%	96
2022 Q4	$239K	Buy	+11,669	New	+$251K	0.29%	89

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 $16.5B AUM 19.94% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Semus Wealth Partners's CCD Position: Q4 2024 in Review

Semus Wealth Partners sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q4 2024, closing a stake of 8,189 shares — an estimated $208K sold.

Semus Wealth Partners first reported a position in CCD in Q4 2022 and held it in 8 quarters. The position peaked at $239K in Q4 2022. 67 funds tracked by Wall St. Rank hold CCD as of Q4 2024.

Semus Wealth Partners reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q4 2024 after selling out during the quarter.
Semus Wealth Partners sold 8,189 Calamos Dynamic Convertible & Income Fund shares in Q4 2024, an estimated $208K.
Semus Wealth Partners first reported a position in Calamos Dynamic Convertible & Income Fund in Q4 2022 and held it in 8 quarters.
Semus Wealth Partners's Calamos Dynamic Convertible & Income Fund position peaked at $239K in Q4 2022.
67 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q4 2024.

Based on Semus Wealth Partners's 13F filing for Q4 2024, filed 31 Jan 2025.