AWM
CPZ

Apollon Wealth Management’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Apollon Wealth Management’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 		$257K Hold
19,662
– – ﹤0.01% 1362
2026
Q1 		$267K Hold
19,662
– – ﹤0.01% 1171
2025
Q4 		$287K Buy
+19,662
New +$299K 0.01% 1081

Other funds holding CPZ

Morgan Stanley
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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

Apollon Wealth Management's CPZ Position: Q2 2026 in Review

Apollon Wealth Management held its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) position steady in Q2 2026 at 19,662 shares worth $257K. The position accounts for ﹤0.01% of the portfolio, ranked #1362.

Apollon Wealth Management first reported a position in CPZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $287K in Q4 2025. 61 funds tracked by Wall St. Rank hold CPZ as of Q2 2026.

  • Apollon Wealth Management held 19,662 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $257K as of Q2 2026.
  • Apollon Wealth Management 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 Apollon Wealth Management's portfolio in Q2 2026, its #1362 holding.
  • Apollon Wealth Management first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q4 2025 and has held it in 3 quarters since.
  • Apollon Wealth Management's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $287K in Q4 2025.
  • 61 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.