BFG
CPZ

Bleakley Financial Group’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Bleakley Financial Group’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 		$221K Buy
+16,900
New +$225K ﹤0.01% 928

Other funds holding CPZ

Morgan Stanley
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
OC
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

Bleakley Financial Group's CPZ Position: Q2 2026 in Review

Bleakley Financial Group opened a new position in Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q2 2026: 16,900 shares worth $221K. The stake represents ﹤0.01% of the portfolio and ranks #928 among its holdings.

61 funds tracked by Wall St. Rank hold CPZ as of Q2 2026.

  • Bleakley Financial Group held 16,900 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $221K as of Q2 2026.
  • Calamos Long/Short Equity & Dynamic Income Trust was a new Bleakley Financial Group position in Q2 2026.
  • Calamos Long/Short Equity & Dynamic Income Trust made up ﹤0.01% of Bleakley Financial Group's portfolio in Q2 2026, its #928 holding.
  • 61 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.