Commonwealth Equity Services
CPZ

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
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
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

Commonwealth Equity Services's CPZ Position: Q1 2026 in Review

Commonwealth Equity Services increased its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 0.22% in Q1 2026, buying an estimated $601 and bringing the position to 18,381 shares worth $249K. The position accounts for ﹤0.01% of the portfolio, ranked #3797.

Commonwealth Equity Services first reported a position in CPZ in Q1 2025 and has held it in 5 quarters since. The position peaked at $297K in Q3 2025. 58 funds tracked by Wall St. Rank hold CPZ as of Q1 2026.

  • Commonwealth Equity Services held 18,381 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $249K as of Q1 2026.
  • Commonwealth Equity Services bought 41 Calamos Long/Short Equity & Dynamic Income Trust shares in Q1 2026, an estimated $601.
  • Calamos Long/Short Equity & Dynamic Income Trust made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #3797 holding.
  • Commonwealth Equity Services first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q1 2025 and has held it in 5 quarters since.
  • Commonwealth Equity Services's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $297K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.