BW
CPZ

Boaz Weinstein’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Boaz Weinstein’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 		$4.39M Buy
+335,551
New +$4.47M 0.11% 134
2025
Q4 		– Sell
-11,330
Closed -$183K – 363
2025
Q3 		$183K Sell
11,330
-42,531
-79% -$699K 0.01% 226
2025
Q2 		$874K Sell
53,861
-390,641
-88% -$6.09M 0.02% 180
2025
Q1 		$6.92M Sell
444,502
-472,343
-52% -$7.3M 0.19% 70
2024
Q4 		$13.6M Sell
916,845
-86,235
-9% -$1.34M 0.32% 54
2024
Q3 		$15.7M Buy
1,003,080
+1,255
+0.1% +$19.4K 0.33% 65
2024
Q2 		$15.3M Buy
1,001,825
+5,847
+0.6% +$89.9K 0.25% 73
2024
Q1 		$15.4M Buy
995,978
+238,891
+32% +$3.59M 0.26% 75
2023
Q4 		$10.9M Buy
757,087
+356,268
+89% +$5.11M 0.22% 107
2023
Q3 		$5.93M Buy
400,819
+165,626
+70% +$2.54M 0.14% 131
2023
Q2 		$3.64M Buy
235,193
+138,872
+144% +$2.11M 0.09% 179
2023
Q1 		$1.49M Hold
96,321
– – 0.03% 355
2022
Q4 		$1.46M Buy
+96,321
New +$1.5M 0.02% 507
2022
Q1 		– Sell
-348,467
Closed -$6.79M – 953
2021
Q4 		$6.79M Sell
348,467
-402,354
-54% -$8.08M 0.1% 292
2021
Q3 		$15.3M Sell
750,821
-64,801
-8% -$1.31M 0.37% 44
2021
Q2 		$17M Sell
815,622
-252,919
-24% -$5.22M 0.49% 32
2021
Q1 		$21.5M Sell
1,068,541
-48,481
-4% -$904K 0.69% 26
2020
Q4 		$19.5M Buy
+1,117,022
New +$18.1M 0.8% 31

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
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
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Boaz Weinstein's CPZ Position: Q2 2026 in Review

Boaz Weinstein opened a new position in Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q2 2026: 335,551 shares worth $4.39M. The stake represents 0.11% of the portfolio and ranks #134 among its holdings. This is a return to the name: Boaz Weinstein previously reported a position in CPZ as recently as Q3 2025.

Boaz Weinstein first reported a position in CPZ in Q4 2020 and has held it in 18 quarters since. The position peaked at $21.5M in Q1 2021. 61 funds tracked by Wall St. Rank hold CPZ as of Q2 2026.

  • Boaz Weinstein held 335,551 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $4.39M as of Q2 2026.
  • Calamos Long/Short Equity & Dynamic Income Trust was a new Boaz Weinstein position in Q2 2026.
  • Calamos Long/Short Equity & Dynamic Income Trust made up 0.11% of Boaz Weinstein's portfolio in Q2 2026, its #134 holding.
  • Boaz Weinstein first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q4 2020 and has held it in 18 quarters since.
  • Boaz Weinstein's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $21.5M in Q1 2021.
  • 61 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2026.

Based on Saba Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.