Brookstone Capital Management’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Brookstone Capital 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 Q3	$596K	Buy	47,428 +3,597	+8%	+$47.2K	0.01%	874
2026 Q2	$573K	Buy	43,831 +5,573	+15%	+$74.3K	0.01%	886
2026 Q1	$519K	Buy	38,258 +1,544	+4%	+$22.6K	0.01%	860
2025 Q4	$537K	Buy	36,714 +11,535	+46%	+$175K	0.01%	826
2025 Q3	$407K	Buy	25,179 +6,179	+33%	+$102K	﹤0.01%	874
2025 Q2	$308K	Buy	19,000 +2,542	+15%	+$39.6K	﹤0.01%	888
2025 Q1	$256K	Buy	16,458 +473	+3%	+$7.31K	﹤0.01%	911
2024 Q4	$237K	Buy	15,985 +515	+3%	+$7.99K	﹤0.01%	898
2024 Q3	$243K	Buy	15,470 +290	+2%	+$4.49K	﹤0.01%	903
2024 Q2	$237K	Buy	15,180 +433	+3%	+$6.66K	﹤0.01%	864
2024 Q1	$228K	Buy	14,747 +2,591	+21%	+$38.9K	﹤0.01%	844
2023 Q4	$176K	Buy	+12,156	New	+$174K	﹤0.01%	837

Other funds holding CPZ

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $527M AUM 13.86% 1-Year Est. Return

Brookstone Capital Management's CPZ Position: Q3 2026 in Review

Brookstone Capital Management increased its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 8.2% in Q3 2026, buying an estimated $47.2K and bringing the position to 47,428 shares worth $596K. The position accounts for 0.01% of the portfolio, ranked #874.

Brookstone Capital Management first reported a position in CPZ in Q4 2023 and has held it in 12 quarters since. 8 funds tracked by Wall St. Rank hold CPZ as of Q3 2026.

Brookstone Capital Management held 47,428 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $596K as of Q3 2026.
Brookstone Capital Management bought 3,597 Calamos Long/Short Equity & Dynamic Income Trust shares in Q3 2026, an estimated $47.2K.
Calamos Long/Short Equity & Dynamic Income Trust made up 0.01% of Brookstone Capital Management's portfolio in Q3 2026, its #874 holding.
Brookstone Capital Management first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q4 2023 and has held it in 12 quarters since.
8 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.