AWS
CPZ

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

Atria Wealth Solutions’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
Q2 		$1.1M Buy
67,367
+134
+0.2% +$2.09K 0.02% 604
2025
Q1 		$1.05M Buy
67,233
+26,136
+64% +$404K 0.01% 868
2024
Q4 		$610K Buy
41,097
+3,019
+8% +$46.8K 0.01% 1163
2024
Q3 		$597K Sell
38,078
-900
-2% -$13.9K 0.01% 1151
2024
Q2 		$594K Buy
38,978
+1,180
+3% +$18.1K 0.01% 1152
2024
Q1 		$583K Sell
37,798
-3,100
-8% -$46.6K 0.01% 1191
2023
Q4 		$591K Sell
40,898
-6,202
-13% -$88.9K 0.01% 1128
2023
Q3 		$697K Sell
47,100
-2,858
-6% -$43.8K 0.01% 979
2023
Q2 		$773K Sell
49,958
-2,569
-5% -$39.1K 0.01% 962
2023
Q1 		$812K Sell
52,527
-1,957
-4% -$31.4K 0.01% 890
2022
Q4 		$832K Buy
54,484
+31,979
+142% +$497K 0.01% 841
2022
Q3 		$336K Sell
22,505
-645
-3% -$11K 0.01% 1233
2022
Q2 		$382K Buy
23,150
+1,682
+8% +$30.3K 0.01% 1092
2022
Q1 		$437K Buy
+21,468
New +$434K 0.01% 1143

Other funds holding CPZ

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Atria Wealth Solutions's CPZ Position: Q2 2025 in Review

Atria Wealth Solutions increased its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 0.2% in Q2 2025, buying an estimated $2.09K and bringing the position to 67,367 shares worth $1.1M. The position accounts for 0.02% of the portfolio, ranked #604.

Atria Wealth Solutions first reported a position in CPZ in Q1 2022 and has held it in 14 quarters since. 54 funds tracked by Wall St. Rank hold CPZ as of Q2 2025.

  • Atria Wealth Solutions held 67,367 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $1.1M as of Q2 2025.
  • Atria Wealth Solutions bought 134 Calamos Long/Short Equity & Dynamic Income Trust shares in Q2 2025, an estimated $2.09K.
  • Calamos Long/Short Equity & Dynamic Income Trust made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #604 holding.
  • Atria Wealth Solutions first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q1 2022 and has held it in 14 quarters since.
  • 54 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.