AF
CPZ

Advisornet Financial’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Advisornet Financial’s Portfolio CPZ Stock Details CPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$31.7K Hold
2,422
– – ﹤0.01% 1252
2026
Q1 		$32.9K Sell
2,422
-566
-19% -$8.3K ﹤0.01% 1194
2025
Q4 		$43.7K Buy
2,988
+172
+6% +$2.61K ﹤0.01% 1094
2025
Q3 		$45.5K Buy
2,816
+947
+51% +$15.6K ﹤0.01% 1054
2025
Q2 		$30.3K Buy
1,869
+819
+78% +$12.8K ﹤0.01% 1151
2025
Q1 		$16.3K Buy
+1,050
New +$16.2K ﹤0.01% 1267
2020
Q2 		– Sell
-4,000
Closed -$58K – 1792
2020
Q1 		$58K Buy
+4,000
New +$70.2K 0.01% 752

Other funds holding CPZ

OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Advisornet Financial's CPZ Position: Q2 2026 in Review

Advisornet Financial held its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) position steady in Q2 2026 at 2,422 shares worth $31.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1252.

Advisornet Financial first reported a position in CPZ in Q1 2020 and has held it in 7 quarters since. The position peaked at $58K in Q1 2020. 26 funds tracked by Wall St. Rank hold CPZ as of Q2 2026.

  • Advisornet Financial held 2,422 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $31.7K as of Q2 2026.
  • Advisornet Financial left its Calamos Long/Short Equity & Dynamic Income Trust share count unchanged in Q2 2026.
  • Calamos Long/Short Equity & Dynamic Income Trust made up ﹤0.01% of Advisornet Financial's portfolio in Q2 2026, its #1252 holding.
  • Advisornet Financial first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q1 2020 and has held it in 7 quarters since.
  • Advisornet Financial's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $58K in Q1 2020.
  • 26 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2026.

Based on Advisornet Financial's 13F filing for Q2 2026, filed 23 Jul 2026.