WWA
CCD

Wingate Wealth Advisors’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

Wingate Wealth Advisors’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
2025
Q1 		– Sell
-200
Closed -$4.86K – 149
2024
Q4 		$4.86K Buy
+200
New +$4.91K ﹤0.01% 389

Other funds holding CCD

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 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
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Wingate Wealth Advisors's CCD Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Calamos Dynamic Convertible & Income Fund (CCD) in Q1 2025, closing a stake of 200 shares — an estimated $4.86K sold.

Wingate Wealth Advisors first reported a position in CCD in Q4 2024 and held it in 1 quarter. The position peaked at $4.86K in Q4 2024. 65 funds tracked by Wall St. Rank hold CCD as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Calamos Dynamic Convertible & Income Fund position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 200 Calamos Dynamic Convertible & Income Fund shares in Q1 2025, an estimated $4.86K.
  • Wingate Wealth Advisors first reported a position in Calamos Dynamic Convertible & Income Fund in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Calamos Dynamic Convertible & Income Fund position peaked at $4.86K in Q4 2024.
  • 65 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.