SIS
CCD

Sound Income Strategies’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Sound Income Strategies’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 		– Sell
-1,213
Closed -$26.8K – 782
2026
Q1 		$26.8K Hold
1,213
– – ﹤0.01% 1066
2025
Q4 		$27.3K Hold
1,213
– – ﹤0.01% 1017
2025
Q3 		$26.9K Buy
+1,213
New +$25.1K ﹤0.01% 736

Other funds holding CCD

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
BFG
Bleakley Financial Group Fairfield, New Jersey $7.85B AUM 31.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.54B AUM 30.95% 1-Year Est. Return

Sound Income Strategies's CCD Position: Q2 2026 in Review

Sound Income Strategies sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q2 2026, closing a stake of 1,213 shares — an estimated $26.8K sold.

Sound Income Strategies first reported a position in CCD in Q3 2025 and held it in 3 quarters. The position peaked at $27.3K in Q4 2025. 65 funds tracked by Wall St. Rank hold CCD as of Q2 2026.

  • Sound Income Strategies reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q2 2026 after selling out during the quarter.
  • Sound Income Strategies sold 1,213 Calamos Dynamic Convertible & Income Fund shares in Q2 2026, an estimated $26.8K.
  • Sound Income Strategies first reported a position in Calamos Dynamic Convertible & Income Fund in Q3 2025 and held it in 3 quarters.
  • Sound Income Strategies's Calamos Dynamic Convertible & Income Fund position peaked at $27.3K in Q4 2025.
  • 65 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.