Advisory Services Network’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Advisory Services Network’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	–	Sell	-119	Closed	-$1.61K	–	2663
2026 Q1	$1.61K	Buy	+119	New	+$1.75K	﹤0.01%	4190
2025 Q4	–	Sell	-234	Closed	-$3.78K	–	2310
2025 Q3	$3.78K	Buy	+234	New	+$3.85K	﹤0.01%	3624

Other funds holding CPZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Advisory Services Network's CPZ Position: Q2 2026 in Review

Advisory Services Network sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q2 2026, closing a stake of 119 shares — an estimated $1.61K sold.

Advisory Services Network first reported a position in CPZ in Q3 2025 and held it in 2 quarters. The position peaked at $3.78K in Q3 2025. 61 funds tracked by Wall St. Rank hold CPZ as of Q2 2026.

Advisory Services Network reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q2 2026 after selling out during the quarter.
Advisory Services Network sold 119 Calamos Long/Short Equity & Dynamic Income Trust shares in Q2 2026, an estimated $1.61K.
Advisory Services Network first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q3 2025 and held it in 2 quarters.
Advisory Services Network's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $3.78K in Q3 2025.
61 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2026.

Based on Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.