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

Calamos 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
2025 Q1	–	Sell	-26,783	Closed	-$397K	–	338
2024 Q4	$397K	Hold	26,783	–	–	0.02%	236
2024 Q3	$420K	Hold	26,783	–	–	0.02%	236
2024 Q2	$408K	Buy	26,783 +16,308	+156%	+$251K	0.02%	219
2024 Q1	$162K	Hold	10,475	–	–	0.01%	301
2023 Q4	$151K	Sell	10,475 -5,400	-34%	-$77.4K	0.01%	290
2023 Q3	$235K	Hold	15,875	–	–	0.02%	290
2023 Q2	$246K	Hold	15,875	–	–	0.02%	279
2023 Q1	$245K	Hold	15,875	–	–	0.02%	279
2022 Q4	$241K	Hold	15,875	–	–	0.02%	285
2022 Q3	$237K	Hold	15,875	–	–	0.02%	278
2022 Q2	$262K	Hold	15,875	–	–	0.02%	277
2022 Q1	$323K	Hold	15,875	–	–	0.02%	278
2021 Q4	$309K	Hold	15,875	–	–	0.02%	282
2021 Q3	$323K	Hold	15,875	–	–	0.03%	275
2021 Q2	$330K	Sell	15,875 -12,739	-45%	-$263K	0.03%	280
2021 Q1	$575K	Buy	28,614 +15,875	+125%	+$296K	0.05%	209
2020 Q4	$222K	Hold	12,739	–	–	0.02%	270
2020 Q3	$185K	Hold	12,739	–	–	0.02%	254
2020 Q2	$197K	Hold	12,739	–	–	0.02%	253
2020 Q1	$184K	Hold	12,739	–	–	0.03%	230
2019 Q4	$250K	Buy	+12,739	New	+$254K	0.03%	213

Other funds holding CPZ

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return

Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Calamos Wealth Management's CPZ Position: Q1 2025 in Review

Calamos Wealth Management sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q1 2025, closing a stake of 26,783 shares — an estimated $397K sold.

Calamos Wealth Management first reported a position in CPZ in Q4 2019 and held it in 21 quarters. The position peaked at $575K in Q1 2021. 51 funds tracked by Wall St. Rank hold CPZ as of Q1 2025.

Calamos Wealth Management reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q1 2025 after selling out during the quarter.
Calamos Wealth Management sold 26,783 Calamos Long/Short Equity & Dynamic Income Trust shares in Q1 2025, an estimated $397K.
Calamos Wealth Management first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q4 2019 and held it in 21 quarters.
Calamos Wealth Management's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $575K in Q1 2021.
51 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q1 2025.

Based on Calamos Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.