WEG
CCD icon

World Equity Group’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

World Equity Group’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 		$523K Buy
23,133
+14
+0.1% +$347 0.22% 103
2026
Q2 		$596K Sell
23,119
-23,147
-50% -$567K 0.13% 183
2026
Q1 		$988K Buy
46,266
+23,882
+107% +$532K 0.26% 91
2025
Q4 		$467K Sell
22,384
-111
-0.5% -$2.37K 0.13% 176
2025
Q3 		$473K Buy
22,495
+409
+2% +$8.45K 0.11% 188
2025
Q2 		$445K Buy
22,086
+2,852
+15% +$59.1K 0.12% 174
2025
Q1 		$475K Sell
19,234
-716
-4% -$16.7K 0.14% 157
2024
Q4 		$485K Buy
19,950
+716
+4% +$17.6K 0.1% 196
2024
Q3 		$489K Buy
19,234
+1,961
+11% +$46.2K 0.18% 130
2024
Q2 		$388K Buy
17,273
+666
+4% +$14.8K 0.12% 187
2024
Q1 		$362K Buy
16,607
+1,993
+14% +$41.8K 0.07% 219
2023
Q4 		$289K Buy
14,614
+1,235
+9% +$23K 0.06% 257
2023
Q3 		$249K Buy
13,379
+308
+2% +$6.27K 0.05% 287
2023
Q2 		$284K Sell
13,071
-274,704
-95% -$6.13M 0.08% 248
2023
Q1 		$288K Buy
287,775
+276,689
+2,496% +$6.16M 0.04% 385
2022
Q4 		$227K Buy
11,086
+241
+2% +$5.19K 0.05% 301
2022
Q3 		$217K Buy
10,845
+205
+2% +$4.73K 0.05% 296
2022
Q2 		$228K Buy
10,640
+1,704
+19% +$40.2K 0.06% 301
2022
Q1 		$229K Buy
+8,936
New +$240K 0.05% 320

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
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
HA
Herold Advisors New York $512M AUM 21.14% 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
AR
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
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

World Equity Group's CCD Position: Q3 2026 in Review

World Equity Group increased its Calamos Dynamic Convertible & Income Fund (CCD) stake by 0.06% in Q3 2026, buying an estimated $347 and bringing the position to 23,133 shares worth $523K. The position accounts for 0.22% of the portfolio, ranked #103.

World Equity Group first reported a position in CCD in Q1 2022 and has held it in 19 quarters since. The position peaked at $988K in Q1 2026. 14 funds tracked by Wall St. Rank hold CCD as of Q3 2026.

  • World Equity Group held 23,133 shares of Calamos Dynamic Convertible & Income Fund worth $523K as of Q3 2026.
  • World Equity Group bought 14 Calamos Dynamic Convertible & Income Fund shares in Q3 2026, an estimated $347.
  • Calamos Dynamic Convertible & Income Fund made up 0.22% of World Equity Group's portfolio in Q3 2026, its #103 holding.
  • World Equity Group first reported a position in Calamos Dynamic Convertible & Income Fund in Q1 2022 and has held it in 19 quarters since.
  • World Equity Group's Calamos Dynamic Convertible & Income Fund position peaked at $988K in Q1 2026.
  • 14 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q3 2026.

Based on World Equity Group's 13F filing for Q3 2026, filed 14 Oct 2026.