WIM
CCD

Westside Investment Management’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Westside Investment 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
2026
Q1 		$35.6K Hold
1,667
– – 0.01% 678
2025
Q4 		$34.8K Hold
1,667
– – 0.01% 661
2025
Q3 		$35.1K Hold
1,667
– – 0.01% 667
2025
Q2 		$33.6K Hold
1,667
– – 0.01% 531
2025
Q1 		$35.5K Hold
1,667
– – 0.01% 460
2024
Q4 		$40.5K Buy
+1,667
New +$40.9K 0.01% 433

Other funds holding CCD

DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Westside Investment Management's CCD Position: Q1 2026 in Review

Westside Investment Management held its Calamos Dynamic Convertible & Income Fund (CCD) position steady in Q1 2026 at 1,667 shares worth $35.6K. The position accounts for 0.01% of the portfolio, ranked #678.

Westside Investment Management first reported a position in CCD in Q4 2024 and has held it in 6 quarters since. The position peaked at $40.5K in Q4 2024. 64 funds tracked by Wall St. Rank hold CCD as of Q1 2026.

  • Westside Investment Management held 1,667 shares of Calamos Dynamic Convertible & Income Fund worth $35.6K as of Q1 2026.
  • Westside Investment Management left its Calamos Dynamic Convertible & Income Fund share count unchanged in Q1 2026.
  • Calamos Dynamic Convertible & Income Fund made up 0.01% of Westside Investment Management's portfolio in Q1 2026, its #678 holding.
  • Westside Investment Management first reported a position in Calamos Dynamic Convertible & Income Fund in Q4 2024 and has held it in 6 quarters since.
  • Westside Investment Management's Calamos Dynamic Convertible & Income Fund position peaked at $40.5K in Q4 2024.
  • 64 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.