SFS
CCD

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
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 $109M AUM 15.87% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
WEG
World Equity Group Schaumburg, Illinois $447M AUM 33.84% 1-Year Est. Return
QCIG
Quad-Cities Investment Group Davenport, Iowa $278M AUM 22.38% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
LF
LifeSteps Financial Claremont, California $215M AUM 27.52% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Shaker Financial Services's CCD Position: Q2 2026 in Review

Shaker Financial Services opened a new position in Calamos Dynamic Convertible & Income Fund (CCD) in Q2 2026: 39,424 shares worth $1.02M. The stake represents 0.32% of the portfolio and ranks #84 among its holdings. This is a return to the name: Shaker Financial Services previously reported a position in CCD as recently as Q1 2022.

Shaker Financial Services first reported a position in CCD in Q2 2017 and has held it in 4 quarters since. 11 funds tracked by Wall St. Rank hold CCD as of Q2 2026.

  • Shaker Financial Services held 39,424 shares of Calamos Dynamic Convertible & Income Fund worth $1.02M as of Q2 2026.
  • Calamos Dynamic Convertible & Income Fund was a new Shaker Financial Services position in Q2 2026.
  • Calamos Dynamic Convertible & Income Fund made up 0.32% of Shaker Financial Services's portfolio in Q2 2026, its #84 holding.
  • Shaker Financial Services first reported a position in Calamos Dynamic Convertible & Income Fund in Q2 2017 and has held it in 4 quarters since.
  • 11 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q2 2026.

Based on Shaker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.