Tempus Wealth Planning’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Tempus Wealth Planning’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	$310K	Hold	13,719	–	–	0.06%	230
2026 Q2	$354K	Hold	13,719	–	–	0.07%	210
2026 Q1	$293K	Hold	13,719	–	–	0.07%	221
2025 Q4	$286K	Hold	13,719	–	–	0.07%	226
2025 Q3	$289K	Hold	13,719	–	–	0.07%	225
2025 Q2	$277K	Hold	13,719	–	–	0.07%	221
2025 Q1	$292K	Buy	+13,719	New	+$321K	0.09%	207
2024 Q2	–	Sell	-24,616	Closed	-$537K	–	208
2024 Q1	$537K	Hold	24,616	–	–	0.24%	108
2023 Q4	$487K	Buy	+24,616	New	+$459K	0.21%	103
2023 Q3	–	Sell	-9,616	Closed	-$209K	–	172
2023 Q2	$209K	Hold	9,616	–	–	0.09%	175
2023 Q1	$205K	Buy	+9,616	New	+$214K	0.1%	168
2022 Q4	–	Sell	-10,116	Closed	-$203K	–	186
2022 Q3	$203K	Buy	+10,116	New	+$233K	0.14%	172

Other funds holding CCD

D.A. Davidson & Co Great Falls, Montana $18.6B AUM 17.65% 1-Year Est. Return

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

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

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

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

Gilliland Jeter Wealth Management Little Rock, Arkansas $395M AUM 28.33% 1-Year Est. Return

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

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Tempus Wealth Planning's CCD Position: Q3 2026 in Review

Tempus Wealth Planning held its Calamos Dynamic Convertible & Income Fund (CCD) position steady in Q3 2026 at 13,719 shares worth $310K. The position accounts for 0.06% of the portfolio, ranked #230.

Tempus Wealth Planning first reported a position in CCD in Q3 2022 and has held it in 12 quarters since. The position peaked at $537K in Q1 2024. 24 funds tracked by Wall St. Rank hold CCD as of Q3 2026.

Tempus Wealth Planning held 13,719 shares of Calamos Dynamic Convertible & Income Fund worth $310K as of Q3 2026.
Tempus Wealth Planning left its Calamos Dynamic Convertible & Income Fund share count unchanged in Q3 2026.
Calamos Dynamic Convertible & Income Fund made up 0.06% of Tempus Wealth Planning's portfolio in Q3 2026, its #230 holding.
Tempus Wealth Planning first reported a position in Calamos Dynamic Convertible & Income Fund in Q3 2022 and has held it in 12 quarters since.
Tempus Wealth Planning's Calamos Dynamic Convertible & Income Fund position peaked at $537K in Q1 2024.
24 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q3 2026.

Based on Tempus Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.