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

Atlas Wealth’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	$1.93M	Buy	+147,233	New	+$1.96M	0.27%	76
2024 Q3	–	Sell	-30,078	Closed	-$464K	–	96
2024 Q2	$464K	Buy	+30,078	New	+$462K	0.05%	144
2023 Q4	–	Sell	-19,294	Closed	-$285K	–	90
2023 Q3	$285K	Buy	19,294 +1,035	+6%	+$15.8K	0.05%	146
2023 Q2	$286K	Buy	18,259 +5,759	+46%	+$87.6K	0.05%	153
2023 Q1	$193K	Hold	12,500	–	–	0.04%	177
2022 Q4	$190K	Buy	+12,500	New	+$194K	0.05%	118

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

Atlas Wealth's CPZ Position: Q2 2026 in Review

Atlas Wealth opened a new position in Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q2 2026: 147,233 shares worth $1.93M. The stake represents 0.27% of the portfolio and ranks #76 among its holdings. This is a return to the name: Atlas Wealth previously reported a position in CPZ as recently as Q2 2024.

Atlas Wealth first reported a position in CPZ in Q4 2022 and has held it in 6 quarters since. 61 funds tracked by Wall St. Rank hold CPZ as of Q2 2026.

Atlas Wealth held 147,233 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $1.93M as of Q2 2026.
Calamos Long/Short Equity & Dynamic Income Trust was a new Atlas Wealth position in Q2 2026.
Calamos Long/Short Equity & Dynamic Income Trust made up 0.27% of Atlas Wealth's portfolio in Q2 2026, its #76 holding.
Atlas Wealth first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q4 2022 and has held it in 6 quarters since.
61 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2026.

Based on Atlas Wealth's 13F filing for Q2 2026, filed 28 Jul 2026.