Skip to main content

GWM Advisors LLC

SEC CIK
0001633516
Latest filing
Aug 12, 2026

CCD holding history

Calamos Dynamic Convertible & Income Fund in every 13F filed by GWM Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CCD overviewAll 13F holders of CCDFull Q2 2026 holdings

Shares (Q1 2025)
0
Sold out in Q1 2025
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q4 2021
Holdings of CCD by GWM Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q1 20250$00.0%−8,900−100.0%Sold outHolders
Q4 20248,900$216.3K<0.1%−1,000−10.1%ReducedHolders
Q3 20249,900$251.5K<0.1%−1,100−10.0%ReducedHolders
Q2 202411,000$246.8K<0.1%+1,700+18.3%AddedHolders
Q1 20249,300$202.7K<0.1%+9,300NewHolders
Q4 20230$00.0%−12,690−100.0%Sold outHolders
Q3 202312,690$236.5K<0.1%−4,700−27.0%ReducedHolders
Q2 202317,390$378.1K<0.1%+1,300+8.1%AddedHolders
Q1 202316,090$348.7K<0.1%+900+5.9%AddedHolders
Q4 202215,190$311.2K<0.1%+500+3.4%AddedHolders
Q3 202214,690$294.0K<0.1%+400+2.8%AddedHolders
Q2 202214,290$306.0K<0.1%−45−0.3%ReducedHolders
Q1 202214,335$368.0K<0.1%+2,803+24.3%AddedHolders
Q4 202111,532$363.0K<0.1%+11,532NewHolders