WEDBUSH SECURITIES INC CCD — CALAMOS

Ownership history in WEDBUSH SECURITIES INC  ·  35 quarters on record

AI Ownership Summary

WEDBUSH SECURITIES INC reported CALAMOS (CCD) in 35 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2024 Q1. The latest visible filing shows CCD at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this CCD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was WEDBUSH SECURITIES INC's position in CALAMOS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

CCD was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CCD stock page WEDBUSH SECURITIES INC fund profile WEDBUSH SECURITIES INC full holdings
How WEDBUSH SECURITIES INC held CCD — position size vs. price
% of Fund (quarterly)    CCD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 12,915 -325 -2.5% 0.01% $276 2026-04-21 $24.12
2025 Q4 ADDED — — — 13,240 +2,214 +20.1% 0.01% $276K 2026-02-12 $22.29
2025 Q3 ADDED — — — 11,026 +586 +5.6% 0.01% $232K 2025-11-06 $20.51
2025 Q2 REDUCED — — — 10,440 -431 -4.0% 0.01% $211K 2025-08-06 $18.89
2025 Q1 REDUCED — — — 10,871 -300 -2.7% 0.01% $231K 2025-05-06 $19.62
2024 Q4 REDUCED 33.1% -10.9% ✅ 11,171 -5,523 -33.1% 0.01% $272K 2025-02-13 $21.63
2024 Q3 REDUCED — — — 16,694 -171 -1.0% 0.02% $424K 2024-11-08 $20.99
2024 Q2 REDUCED 26.2% +16.0% ❌ 16,865 -6,000 -26.2% 0.01% $378K 2024-08-07 $18.73
2024 Q1 ADDED — — — 22,865 +5,224 +29.6% 0.02% $498K 2024-05-15 $18.68
2023 Q4 ADDED — — — 17,641 +2,315 +15.1% 0.02% $349K 2024-02-12 $17.02
25 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding CCD

As of 2026 Q1 — sorted by position size

PMG Family Office LLC 1.37% Everstar Asset Management, LLC 0.48% Samalin Investment Counsel, LLC 3Y 0.27% Quad-Cities Investment Group, LLC 3Y 7Y 0.14% Gilliland Jeter Wealth Management LLC 0.11% CoreCap Advisors, LLC 3Y 0.02% OPPENHEIMER & CO INC 3Y 7Y 0.01% KESTRA PRIVATE WEALTH SERVICES, LLC 3Y 0.0% Brookstone Capital Management 3Y 7Y 0.0% SJS Investment Consulting Inc. 3Y 0.0%

FAQ About WEDBUSH SECURITIES INC and CCD

These are the practical questions this page is built to answer before you even open the full history table.

How long has WEDBUSH SECURITIES INC reported owning CCD?

WEDBUSH SECURITIES INC reported CCD across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported CCD position in WEDBUSH SECURITIES INC's portfolio?

The largest reported portfolio weight for CCD was 0.02% in 2024 Q1.

What is the latest reported CCD position on this page?

The most recent filing on this page is 2026 Q1, when WEDBUSH SECURITIES INC reported 12,915 shares, equal to 0.01% of portfolio, with an estimated market value of $276.

What does the chart on this CCD ownership page compare?

The chart compares WEDBUSH SECURITIES INC's quarterly CCD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did WEDBUSH SECURITIES INC time their CCD position?

Based on 13F filing dates vs. subsequent CCD price moves, WEDBUSH SECURITIES INC correctly timed 20 out of 34 reported position changes (59%). The annualised alpha on CCD relative to SPY over the holding period was -2.7%.

← Back to WEDBUSH SECURITIES INC Holdings