B. Riley Wealth Advisors’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

B. Riley Wealth Advisors’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	–	Sell	-14,287	Closed	-$189K	–	946
2026 Q1	$189K	Sell	14,287 -18,342	-56%	-$269K	0.01%	731
2025 Q4	$477K	Buy	32,629 +965	+3%	+$14.7K	0.02%	542
2025 Q3	$512K	Buy	31,664 +11,949	+61%	+$196K	0.02%	518
2025 Q2	$320K	Buy	19,715 +7,571	+62%	+$118K	0.02%	687
2025 Q1	$189K	Buy	+12,144	New	+$188K	0.01%	1160
2020 Q4	–	Sell	-17,500	Closed	-$255K	–	1038
2020 Q3	$255K	Buy	+17,500	New	+$270K	0.01%	764

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

B. Riley Wealth Advisors's CPZ Position: Q2 2026 in Review

B. Riley Wealth Advisors sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q2 2026, closing a stake of 14,287 shares — an estimated $189K sold.

B. Riley Wealth Advisors first reported a position in CPZ in Q3 2020 and held it in 6 quarters. The position peaked at $512K in Q3 2025. 61 funds tracked by Wall St. Rank hold CPZ as of Q2 2026.

B. Riley Wealth Advisors reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q2 2026 after selling out during the quarter.
B. Riley Wealth Advisors sold 14,287 Calamos Long/Short Equity & Dynamic Income Trust shares in Q2 2026, an estimated $189K.
B. Riley Wealth Advisors first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q3 2020 and held it in 6 quarters.
B. Riley Wealth Advisors's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $512K in Q3 2025.
61 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.