Commonwealth Equity Services’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Commonwealth Equity Services’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 Q2	$217K	Sell	16,566 -1,815	-10%	-$24.2K	﹤0.01%	4064
2026 Q1	$249K	Buy	18,381 +41	+0.2%	+$601	﹤0.01%	3797
2025 Q4	$268K	Sell	18,340 -24	-0.1%	-$365	﹤0.01%	3751
2025 Q3	$297K	Buy	18,364 +2,824	+18%	+$46.4K	﹤0.01%	3650
2025 Q2	$252K	Sell	15,540 -1,138	-7%	-$17.7K	﹤0.01%	3743
2025 Q1	$260K	Buy	+16,678	New	+$258K	﹤0.01%	3622

Other funds holding CPZ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIA

Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

PCM

Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return

SCM

Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

Commonwealth Equity Services's CPZ Position: Q2 2026 in Review

Commonwealth Equity Services reduced its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 9.9% in Q2 2026, selling an estimated $24.2K and leaving 16,566 shares worth $217K. The position accounts for ﹤0.01% of the portfolio, ranked #4064.

Commonwealth Equity Services first reported a position in CPZ in Q1 2025 and has held it in 6 quarters since. The position peaked at $297K in Q3 2025. 61 funds tracked by Wall St. Rank hold CPZ as of Q2 2026.

Commonwealth Equity Services held 16,566 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $217K as of Q2 2026.
Commonwealth Equity Services sold 1,815 Calamos Long/Short Equity & Dynamic Income Trust shares in Q2 2026, an estimated $24.2K.
Calamos Long/Short Equity & Dynamic Income Trust made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #4064 holding.
Commonwealth Equity Services first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q1 2025 and has held it in 6 quarters since.
Commonwealth Equity Services's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $297K in Q3 2025.
61 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.