Sunbelt Securities’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Sunbelt Securities’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
2025 Q4	–	Sell	-350	Closed	-$7.36K	–	2811
2025 Q3	$7.36K	Hold	350	–	–	﹤0.01%	1522
2025 Q2	$8.51K	Hold	350	–	–	﹤0.01%	1337
2025 Q1	$7.45K	Hold	350	–	–	﹤0.01%	1329
2024 Q4	$8.69K	Hold	350	–	–	﹤0.01%	1334
2024 Q3	$8.89K	Hold	350	–	–	﹤0.01%	1314
2024 Q2	$7.85K	Hold	350	–	–	﹤0.01%	1311
2024 Q1	$7.63K	Hold	350	–	–	﹤0.01%	1285
2023 Q4	$6.92K	Hold	350	–	–	﹤0.01%	1240
2023 Q3	$6.52K	Hold	350	–	–	﹤0.01%	1248
2023 Q2	$7.61K	Hold	350	–	–	﹤0.01%	1241
2023 Q1	$7.34K	Buy	+350	New	+$7.79K	﹤0.01%	1208

Other funds holding CCD

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

&Partners Nashville, Tennessee $20.2B AUM 19.79% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Sunbelt Securities's CCD Position: Q4 2025 in Review

Sunbelt Securities sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q4 2025, closing a stake of 350 shares — an estimated $7.36K sold.

Sunbelt Securities first reported a position in CCD in Q1 2023 and held it in 11 quarters. The position peaked at $8.89K in Q3 2024. 71 funds tracked by Wall St. Rank hold CCD as of Q4 2025.

Sunbelt Securities reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q4 2025 after selling out during the quarter.
Sunbelt Securities sold 350 Calamos Dynamic Convertible & Income Fund shares in Q4 2025, an estimated $7.36K.
Sunbelt Securities first reported a position in Calamos Dynamic Convertible & Income Fund in Q1 2023 and held it in 11 quarters.
Sunbelt Securities's Calamos Dynamic Convertible & Income Fund position peaked at $8.89K in Q3 2024.
71 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q4 2025.

Based on Sunbelt Securities's 13F filing for Q4 2025, filed 20 Feb 2026.