ASGL
CCD

Advisory Solutions Group, LLC’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Advisory Solutions Group, LLC’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 		$1.04M Buy
+40,541
New +$992K 0.35% 66

Other funds holding CCD

DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 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
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 $43.3B AUM 29.3% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
HA
Herold Advisors New York $506M AUM 26.75% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Advisory Solutions Group, LLC's CCD Position: Q2 2026 in Review

Advisory Solutions Group, LLC opened a new position in Calamos Dynamic Convertible & Income Fund (CCD) in Q2 2026: 40,541 shares worth $1.04M. The stake represents 0.35% of the portfolio and ranks #66 among its holdings.

33 funds tracked by Wall St. Rank hold CCD as of Q2 2026.

  • Advisory Solutions Group, LLC held 40,541 shares of Calamos Dynamic Convertible & Income Fund worth $1.04M as of Q2 2026.
  • Calamos Dynamic Convertible & Income Fund was a new Advisory Solutions Group, LLC position in Q2 2026.
  • Calamos Dynamic Convertible & Income Fund made up 0.35% of Advisory Solutions Group, LLC's portfolio in Q2 2026, its #66 holding.
  • 33 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q2 2026.

Based on Advisory Solutions Group, LLC's 13F filing for Q2 2026, filed 29 Jul 2026.