Cetera Investment Advisers’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Cetera Investment Advisers’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	$495K	Buy	36,470 +653	+2%	+$9.58K	﹤0.01%	3523
2025 Q4	$524K	Buy	35,817 +3,002	+9%	+$45.6K	﹤0.01%	3397
2025 Q3	$530K	Buy	32,815 +3,166	+11%	+$52K	﹤0.01%	3332
2025 Q2	$481K	Buy	29,649 +1,516	+5%	+$23.6K	﹤0.01%	2999
2025 Q1	$438K	Sell	28,133 -284	-1%	-$4.39K	﹤0.01%	2950
2024 Q4	$421K	Buy	28,417 +496	+2%	+$7.69K	﹤0.01%	2812
2024 Q3	$438K	Buy	27,921 +3,939	+16%	+$61K	﹤0.01%	2751
2024 Q2	$366K	Buy	23,982 +5,363	+29%	+$82.5K	﹤0.01%	2849
2024 Q1	$287K	Buy	+18,619	New	+$280K	﹤0.01%	3088

Other funds holding CPZ

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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Cetera Investment Advisers's CPZ Position: Q1 2026 in Review

Cetera Investment Advisers increased its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 1.8% in Q1 2026, buying an estimated $9.58K and bringing the position to 36,470 shares worth $495K. The position accounts for ﹤0.01% of the portfolio, ranked #3523.

Cetera Investment Advisers first reported a position in CPZ in Q1 2024 and has held it in 9 quarters since. The position peaked at $530K in Q3 2025. 58 funds tracked by Wall St. Rank hold CPZ as of Q1 2026.

Cetera Investment Advisers held 36,470 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $495K as of Q1 2026.
Cetera Investment Advisers bought 653 Calamos Long/Short Equity & Dynamic Income Trust shares in Q1 2026, an estimated $9.58K.
Calamos Long/Short Equity & Dynamic Income Trust made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #3523 holding.
Cetera Investment Advisers first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q1 2024 and has held it in 9 quarters since.
Cetera Investment Advisers's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $530K in Q3 2025.
58 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.