BBPWM
CPZ

Blue Bell Private Wealth Management’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Blue Bell Private Wealth Management’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
Q1 		$622K Buy
45,830
+5,816
+15% +$85.3K 0.09% 143
2025
Q4 		$585K Buy
40,014
+2,345
+6% +$35.6K 0.09% 142
2025
Q3 		$609K Buy
37,669
+244
+0.7% +$4.01K 0.09% 135
2025
Q2 		$607K Sell
37,425
-1,984
-5% -$30.9K 0.1% 117
2025
Q1 		$613K Buy
39,409
+259
+0.7% +$4K 0.12% 111
2024
Q4 		$581K Buy
39,150
+3,968
+11% +$61.5K 0.11% 112
2024
Q3 		$552K Buy
35,182
+4,296
+14% +$66.5K 0.11% 118
2024
Q2 		$471K Buy
30,886
+2,041
+7% +$31.4K 0.1% 121
2024
Q1 		$445K Buy
28,845
+15,499
+116% +$233K 0.1% 115
2023
Q4 		$193K Buy
13,346
+3,300
+33% +$47.3K 0.05% 173
2023
Q3 		$149K Buy
10,046
+1,600
+19% +$24.5K 0.04% 169
2023
Q2 		$131K Buy
8,446
+2,100
+33% +$31.9K 0.03% 169
2023
Q1 		$98K Buy
6,346
+981
+18% +$15.7K 0.03% 179
2022
Q4 		$81.5K Buy
5,365
+5,165
+2,583% +$80.3K 0.03% 181
2022
Q3 		$3K Buy
+200
New +$3.41K ﹤0.01% 546
2021
Q3 		– Sell
-1,396
Closed -$29K – 175
2021
Q2 		$29K Sell
1,396
-66
-5% -$1.36K 0.01% 124
2021
Q1 		$30K Buy
1,462
+372
+34% +$6.94K 0.01% 120
2020
Q4 		$20K Sell
1,090
-900
-45% -$14.6K 0.01% 120
2020
Q3 		$29K Buy
1,990
+790
+66% +$12.2K 0.01% 112
2020
Q2 		$20K Buy
+1,200
New +$18.2K 0.01% 128

Other funds holding CPZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $98.3M AUM

Blue Bell Private Wealth Management's CPZ Position: Q1 2026 in Review

Blue Bell Private Wealth Management increased its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 15% in Q1 2026, buying an estimated $85.3K and bringing the position to 45,830 shares worth $622K. The position accounts for 0.09% of the portfolio, ranked #143.

Blue Bell Private Wealth Management first reported a position in CPZ in Q2 2020 and has held it in 20 quarters since. 58 funds tracked by Wall St. Rank hold CPZ as of Q1 2026.

  • Blue Bell Private Wealth Management held 45,830 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $622K as of Q1 2026.
  • Blue Bell Private Wealth Management bought 5,816 Calamos Long/Short Equity & Dynamic Income Trust shares in Q1 2026, an estimated $85.3K.
  • Calamos Long/Short Equity & Dynamic Income Trust made up 0.09% of Blue Bell Private Wealth Management's portfolio in Q1 2026, its #143 holding.
  • Blue Bell Private Wealth Management first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q2 2020 and has held it in 20 quarters since.
  • 58 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q1 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.