Calamos Wealth Management
CPZ icon

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
2026
Q3 		$848K Buy
+67,508
New +$886K 0.02% 248
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $722M AUM 7.22% 1-Year Est. Return
Closed-End Fund Advisors
Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
TrueMark Investments
TrueMark Investments Chicago, Illinois $856M AUM 21.72% 1-Year Est. Return
Shaker Financial Services
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return
Blue Bell Private Wealth Management
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return

Calamos Wealth Management's CPZ Position: Q3 2026 in Review

Calamos Wealth Management opened a new position in Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q3 2026: 67,508 shares worth $848K. The stake represents 0.02% of the portfolio and ranks #248 among its holdings. This is a return to the name: Calamos Wealth Management previously reported a position in CPZ as recently as Q4 2024.

Calamos Wealth Management first reported a position in CPZ in Q4 2019 and has held it in 22 quarters since. 26 funds tracked by Wall St. Rank hold CPZ as of Q3 2026.

  • Calamos Wealth Management held 67,508 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $848K as of Q3 2026.
  • Calamos Long/Short Equity & Dynamic Income Trust was a new Calamos Wealth Management position in Q3 2026.
  • Calamos Long/Short Equity & Dynamic Income Trust made up 0.02% of Calamos Wealth Management's portfolio in Q3 2026, its #248 holding.
  • Calamos Wealth Management first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q4 2019 and has held it in 22 quarters since.
  • 26 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q3 2026.

Based on Calamos Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.