Cambridge Investment Research Advisors
CPZ

Cambridge Investment Research Advisors’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Cambridge Investment Research Advisors’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
Q1 		$492K Sell
36,291
-1,393
-4% -$20.4K ﹤0.01% 2819
2025
Q4 		$551K Buy
37,684
+3,297
+10% +$50.1K ﹤0.01% 2627
2025
Q3 		$556K Buy
34,387
+2,542
+8% +$41.8K ﹤0.01% 2574
2025
Q2 		$517K Sell
31,845
-2,173
-6% -$33.9K ﹤0.01% 2517
2025
Q1 		$529K Sell
34,018
-8,926
-21% -$138K ﹤0.01% 2384
2024
Q4 		$637K Sell
42,944
-14,027
-25% -$218K ﹤0.01% 2231
2024
Q3 		$894K Buy
56,971
+4,052
+8% +$62.7K ﹤0.01% 1934
2024
Q2 		$807K Sell
52,919
-11,760
-18% -$181K ﹤0.01% 1925
2024
Q1 		$998K Sell
64,679
-13,113
-17% -$197K ﹤0.01% 1733
2023
Q4 		$1.12M Sell
77,792
-1,499
-2% -$21.5K ﹤0.01% 1569
2023
Q3 		$1.17M Buy
79,291
+18,681
+31% +$286K 0.01% 1463
2023
Q2 		$938K Buy
60,610
+1,359
+2% +$20.7K ﹤0.01% 1656
2023
Q1 		$915K Buy
59,251
+619
+1% +$9.93K ﹤0.01% 1630
2022
Q4 		$891K Buy
58,632
+10,203
+21% +$159K ﹤0.01% 1592
2022
Q3 		$724K Buy
48,429
+9,769
+25% +$167K ﹤0.01% 1694
2022
Q2 		$638K Buy
38,660
+4,257
+12% +$76.6K ﹤0.01% 1778
2022
Q1 		$701K Buy
34,403
+184
+0.5% +$3.72K ﹤0.01% 1843
2021
Q4 		$667K Buy
34,219
+8,099
+31% +$163K ﹤0.01% 1874
2021
Q3 		$532K Buy
26,120
+846
+3% +$17.1K ﹤0.01% 2001
2021
Q2 		$525K Buy
25,274
+562
+2% +$11.6K ﹤0.01% 2017
2021
Q1 		$499K Buy
24,712
+6,412
+35% +$120K ﹤0.01% 1908
2020
Q4 		$319K Buy
+18,300
New +$297K ﹤0.01% 2079

Other funds holding CPZ

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $98.3M AUM

Cambridge Investment Research Advisors's CPZ Position: Q1 2026 in Review

Cambridge Investment Research Advisors reduced its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 3.7% in Q1 2026, selling an estimated $20.4K and leaving 36,291 shares worth $492K. The position accounts for ﹤0.01% of the portfolio, ranked #2819.

Cambridge Investment Research Advisors first reported a position in CPZ in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.17M in Q3 2023. 58 funds tracked by Wall St. Rank hold CPZ as of Q1 2026.

  • Cambridge Investment Research Advisors held 36,291 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $492K as of Q1 2026.
  • Cambridge Investment Research Advisors sold 1,393 Calamos Long/Short Equity & Dynamic Income Trust shares in Q1 2026, an estimated $20.4K.
  • Calamos Long/Short Equity & Dynamic Income Trust made up ﹤0.01% of Cambridge Investment Research Advisors's portfolio in Q1 2026, its #2819 holding.
  • Cambridge Investment Research Advisors first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q4 2020 and has held it in 22 quarters since.
  • Cambridge Investment Research Advisors's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $1.17M in Q3 2023.
  • 58 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q1 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.