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
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 $1.66T 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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OC
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

Apollon Wealth Management's CPZ Position: Q1 2026 in Review

Apollon Wealth Management held its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) position steady in Q1 2026 at 19,662 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1171.

Apollon Wealth Management first reported a position in CPZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $287K in Q4 2025. 58 funds tracked by Wall St. Rank hold CPZ as of Q1 2026.

  • Apollon Wealth Management held 19,662 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $267K as of Q1 2026.
  • Apollon Wealth Management left its Calamos Long/Short Equity & Dynamic Income Trust share count unchanged in Q1 2026.
  • Calamos Long/Short Equity & Dynamic Income Trust made up ﹤0.01% of Apollon Wealth Management's portfolio in Q1 2026, its #1171 holding.
  • Apollon Wealth Management first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q4 2025 and has held it in 2 quarters since.
  • Apollon Wealth Management's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $287K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q1 2026.

Based on Apollon Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.