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

Tradition 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
2022 Q2	–	Sell	-315	Closed	-$8K	–	1090
2022 Q1	$8K	Sell	315 -1,658	-84%	-$44.5K	﹤0.01%	936
2021 Q4	$62K	Hold	1,973	–	–	0.01%	482
2021 Q3	$60K	Buy	1,973 +315	+19%	+$9.77K	0.01%	462
2021 Q2	$52K	Buy	+1,658	New	+$53K	0.01%	511

Other funds holding CCD

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

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

DADC

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

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

Tradition Wealth Management's CCD Position: Q2 2022 in Review

Tradition Wealth Management sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q2 2022, closing a stake of 315 shares — an estimated $8K sold.

Tradition Wealth Management first reported a position in CCD in Q2 2021 and held it in 4 quarters. The position peaked at $62K in Q4 2021. 54 funds tracked by Wall St. Rank hold CCD as of Q2 2022.

Tradition Wealth Management reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q2 2022 after selling out during the quarter.
Tradition Wealth Management sold 315 Calamos Dynamic Convertible & Income Fund shares in Q2 2022, an estimated $8K.
Tradition Wealth Management first reported a position in Calamos Dynamic Convertible & Income Fund in Q2 2021 and held it in 4 quarters.
Tradition Wealth Management's Calamos Dynamic Convertible & Income Fund position peaked at $62K in Q4 2021.
54 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q2 2022.

Based on Tradition Wealth Management's 13F filing for Q2 2022, filed 2 Aug 2022.