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BOLTON SECURITIES CORPORATION’s Calamos Dynamic Convertible & Income Fund CCD Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$108K Hold
4,765
– – ﹤0.01% 1105
2026
Q2 		$123K Hold
4,765
– – ﹤0.01% 1050
2026
Q1 		$102K Buy
+4,765
New +$106K ﹤0.01% 1017

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Advisors Asset Management
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's CCD Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its Calamos Dynamic Convertible & Income Fund (CCD) position steady in Q3 2026 at 4,765 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #1105.

BOLTON SECURITIES CORPORATION first reported a position in CCD in Q1 2026 and has held it in 3 quarters since. The position peaked at $123K in Q2 2026. 49 funds tracked by Wall St. Rank hold CCD as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 4,765 shares of Calamos Dynamic Convertible & Income Fund worth $108K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its Calamos Dynamic Convertible & Income Fund share count unchanged in Q3 2026.
  • Calamos Dynamic Convertible & Income Fund made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1105 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Calamos Dynamic Convertible & Income Fund in Q1 2026 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's Calamos Dynamic Convertible & Income Fund position peaked at $123K in Q2 2026.
  • 49 funds tracked by Wall St. Rank held Calamos Dynamic Convertible & Income Fund as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.