Valley Wealth Managers’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Valley Wealth Managers’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	$33.9K	Hold	1,500	–	–	﹤0.01%	236
2026 Q2	$38.7K	Hold	1,500	–	–	﹤0.01%	231
2026 Q1	$32K	Hold	1,500	–	–	﹤0.01%	231
2025 Q4	$31.3K	Hold	1,500	–	–	﹤0.01%	238
2025 Q3	$31.6K	Hold	1,500	–	–	﹤0.01%	225
2025 Q2	$30.2K	Hold	1,500	–	–	﹤0.01%	218
2025 Q1	$31.9K	Hold	1,500	–	–	﹤0.01%	225
2024 Q4	$36.5K	Hold	1,500	–	–	﹤0.01%	227
2024 Q3	$38.1K	Hold	1,500	–	–	﹤0.01%	230
2024 Q2	$33.7K	Hold	1,500	–	–	﹤0.01%	235
2024 Q1	$32.7K	Hold	1,500	–	–	﹤0.01%	226
2023 Q4	$29.7K	Hold	1,500	–	–	﹤0.01%	232
2023 Q3	$28K	Hold	1,500	–	–	﹤0.01%	243
2023 Q2	$32.6K	Buy	+1,500	New	+$33.5K	﹤0.01%	225

Other funds holding CCD

PFO

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

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

WEG

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

QCIG

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

SFS

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

TWP

Tempus Wealth Planning Irvine, California $522M AUM 17.46% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

Valley Wealth Managers's CCD Position: Q3 2026 in Review

Valley Wealth Managers held its Calamos Dynamic Convertible & Income Fund (CCD) position steady in Q3 2026 at 1,500 shares worth $33.9K. The position accounts for ﹤0.01% of the portfolio, ranked #236.

Valley Wealth Managers first reported a position in CCD in Q2 2023 and has held it in 14 quarters since. The position peaked at $38.7K in Q2 2026. 14 funds tracked by Wall St. Rank hold CCD as of Q3 2026.

Valley Wealth Managers held 1,500 shares of Calamos Dynamic Convertible & Income Fund worth $33.9K as of Q3 2026.
Valley Wealth Managers left its Calamos Dynamic Convertible & Income Fund share count unchanged in Q3 2026.
Calamos Dynamic Convertible & Income Fund made up ﹤0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #236 holding.
Valley Wealth Managers first reported a position in Calamos Dynamic Convertible & Income Fund in Q2 2023 and has held it in 14 quarters since.
Valley Wealth Managers's Calamos Dynamic Convertible & Income Fund position peaked at $38.7K in Q2 2026.
14 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.