SWM
CCD

Spire Wealth Management’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Spire Wealth Management’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
-559
Closed -$14.2K – 2451
2024
Q3 		$14.2K Buy
+559
New +$13.2K ﹤0.01% 1539

Other funds holding CCD

Wells Fargo
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
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Spire Wealth Management's CCD Position: Q4 2024 in Review

Spire Wealth Management sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q4 2024, closing a stake of 559 shares — an estimated $14.2K sold.

Spire Wealth Management first reported a position in CCD in Q3 2024 and held it in 1 quarter. The position peaked at $14.2K in Q3 2024. 67 funds tracked by Wall St. Rank hold CCD as of Q4 2024.

  • Spire Wealth Management reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q4 2024 after selling out during the quarter.
  • Spire Wealth Management sold 559 Calamos Dynamic Convertible & Income Fund shares in Q4 2024, an estimated $14.2K.
  • Spire Wealth Management first reported a position in Calamos Dynamic Convertible & Income Fund in Q3 2024 and held it in 1 quarter.
  • Spire Wealth Management's Calamos Dynamic Convertible & Income Fund position peaked at $14.2K in Q3 2024.
  • 67 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q4 2024.

Based on Spire Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.