Shaker Financial Services’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Shaker Financial Services’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 Q3	$371K	Sell	16,406 -23,018	-58%	-$571K	0.12%	127
2026 Q2	$1.02M	Buy	+39,424	New	+$965K	0.32%	84
2022 Q2	–	Sell	-12,500	Closed	-$321K	–	137
2022 Q1	$321K	Buy	+12,500	New	+$335K	0.12%	125
2021 Q1	–	Sell	-34,348	Closed	-$968K	–	166
2020 Q4	$968K	Buy	+34,348	New	+$889K	0.4%	84
2017 Q3	–	Sell	-24,581	Closed	-$492K	–	106
2017 Q2	$492K	Buy	+24,581	New	+$486K	0.28%	76

Other funds holding CCD

PFO

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

ASG

Advisory Solutions Group Plymouth, Minnesota $472M AUM

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Herold Advisors New York $512M AUM 21.14% 1-Year Est. Return

WEG

World Equity Group Schaumburg, Illinois $242M AUM 28.18% 1-Year Est. Return

QCIG

Quad-Cities Investment Group Davenport, Iowa $280M AUM 15.19% 1-Year Est. Return

TWP

Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Shaker Financial Services's CCD Position: Q3 2026 in Review

Shaker Financial Services reduced its Calamos Dynamic Convertible & Income Fund (CCD) stake by 58% in Q3 2026, selling an estimated $571K and leaving 16,406 shares worth $371K. The position accounts for 0.12% of the portfolio, ranked #127.

Shaker Financial Services first reported a position in CCD in Q2 2017 and has held it in 5 quarters since. The position peaked at $1.02M in Q2 2026. 14 funds tracked by Wall St. Rank hold CCD as of Q3 2026.

Shaker Financial Services held 16,406 shares of Calamos Dynamic Convertible & Income Fund worth $371K as of Q3 2026.
Shaker Financial Services sold 23,018 Calamos Dynamic Convertible & Income Fund shares in Q3 2026, an estimated $571K.
Calamos Dynamic Convertible & Income Fund made up 0.12% of Shaker Financial Services's portfolio in Q3 2026, its #127 holding.
Shaker Financial Services first reported a position in Calamos Dynamic Convertible & Income Fund in Q2 2017 and has held it in 5 quarters since.
Shaker Financial Services's Calamos Dynamic Convertible & Income Fund position peaked at $1.02M in Q2 2026.
14 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q3 2026.

Based on Shaker Financial Services's 13F filing for Q3 2026, filed 14 Oct 2026.