BCM
CPZ

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
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

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 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

Brookstone Capital Management's CPZ Position: Q2 2026 in Review

Brookstone Capital Management increased its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 15% in Q2 2026, buying an estimated $74.3K and bringing the position to 43,831 shares worth $573K. The position accounts for 0.01% of the portfolio, ranked #886.

Brookstone Capital Management first reported a position in CPZ in Q4 2023 and has held it in 11 quarters since. 7 funds tracked by Wall St. Rank hold CPZ as of Q2 2026.

  • Brookstone Capital Management held 43,831 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $573K as of Q2 2026.
  • Brookstone Capital Management bought 5,573 Calamos Long/Short Equity & Dynamic Income Trust shares in Q2 2026, an estimated $74.3K.
  • Calamos Long/Short Equity & Dynamic Income Trust made up 0.01% of Brookstone Capital Management's portfolio in Q2 2026, its #886 holding.
  • Brookstone Capital Management first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q4 2023 and has held it in 11 quarters since.
  • 7 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.