BRWA
CPZ

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
New +$307K 0.02% 687
2020
Q4 		– Sell
-17,500
Closed -$255K – 1038
2020
Q3 		$255K Buy
+17,500
New +$270K 0.01% 764

Other funds holding CPZ

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 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 5 quarters. The position peaked at $512K in Q3 2025. 7 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 5 quarters.
  • B. Riley Wealth Advisors's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $512K in Q3 2025.
  • 7 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.