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 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 $1.66T AUM 25.57% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

CEFA

Closed-End Fund Advisors Richmond, Virginia $98.3M AUM

Advisory Services Network's CPZ Position: Q1 2026 in Review

Advisory Services Network opened a new position in Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q1 2026: 119 shares worth $1.61K. The stake represents ﹤0.01% of the portfolio and ranks #4190 among its holdings. This is a return to the name: Advisory Services Network previously reported a position in CPZ as recently as Q3 2025.

Advisory Services Network first reported a position in CPZ in Q3 2025 and has held it in 2 quarters since. The position peaked at $3.78K in Q3 2025. 58 funds tracked by Wall St. Rank hold CPZ as of Q1 2026.

Advisory Services Network held 119 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $1.61K as of Q1 2026.
Calamos Long/Short Equity & Dynamic Income Trust was a new Advisory Services Network position in Q1 2026.
Calamos Long/Short Equity & Dynamic Income Trust made up ﹤0.01% of Advisory Services Network's portfolio in Q1 2026, its #4190 holding.
Advisory Services Network first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q3 2025 and has held it in 2 quarters since.
Advisory Services Network's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $3.78K in Q3 2025.
58 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q1 2026.

Based on Advisory Services Network's 13F filing for Q1 2026, filed 15 May 2026.