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

Ameriprise’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
2025 Q4	–	Sell	-19,016	Closed	-$307K	–	4104
2025 Q3	$307K	Buy	19,016 +90	+0.5%	+$1.48K	﹤0.01%	3794
2025 Q2	$307K	Sell	18,926 -4,688	-20%	-$73.1K	﹤0.01%	3687
2025 Q1	$367K	Sell	23,614 -2,140	-8%	-$33.1K	﹤0.01%	3611
2024 Q4	$382K	Buy	25,754 +456	+2%	+$7.07K	﹤0.01%	3624
2024 Q3	$397K	Sell	25,298 -898	-3%	-$13.9K	﹤0.01%	3564
2024 Q2	$399K	Buy	26,196 +715	+3%	+$11K	﹤0.01%	3494
2024 Q1	$393K	Buy	+25,481	New	+$383K	﹤0.01%	3500

Other funds holding CPZ

SIA

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

Morgan Stanley New York $1.66T AUM 25.57% 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

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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 $9.37B AUM 36.4% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Ameriprise's CPZ Position: Q4 2025 in Review

Ameriprise sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q4 2025, closing a stake of 19,016 shares — an estimated $307K sold.

Ameriprise first reported a position in CPZ in Q1 2024 and held it in 7 quarters. The position peaked at $399K in Q2 2024. 59 funds tracked by Wall St. Rank hold CPZ as of Q4 2025.

Ameriprise reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q4 2025 after selling out during the quarter.
Ameriprise sold 19,016 Calamos Long/Short Equity & Dynamic Income Trust shares in Q4 2025, an estimated $307K.
Ameriprise first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q1 2024 and held it in 7 quarters.
Ameriprise's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $399K in Q2 2024.
59 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q4 2025.

Based on Ameriprise's 13F filing for Q4 2025, filed 17 Feb 2026.