Carson Wealth (CWM LLC)
CPZ

Carson Wealth (CWM LLC)’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Carson Wealth (CWM LLC)’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
Q3 		– Sell
-30
Closed – – 5304
2025
Q2 		$0 Hold
30
– – ﹤0.01% 5138
2025
Q1 		$0 Hold
30
– – ﹤0.01% 5069
2024
Q4 		$0 Hold
30
– – ﹤0.01% 4937
2024
Q3 		$0 Buy
+30
New +$464 ﹤0.01% 4869

Other funds holding CPZ

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Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CPZ Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q3 2025, closing a stake of 30 shares.

Carson Wealth (CWM LLC) first reported a position in CPZ in Q3 2024 and held it in 4 quarters. The position peaked at $0 in Q2 2025. 59 funds tracked by Wall St. Rank hold CPZ as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 30 Calamos Long/Short Equity & Dynamic Income Trust shares in Q3 2025.
  • Carson Wealth (CWM LLC) first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q3 2024 and held it in 4 quarters.
  • Carson Wealth (CWM LLC)'s Calamos Long/Short Equity & Dynamic Income Trust position peaked at $0 in Q2 2025.
  • 59 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.