CIA
CPZ

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

Concurrent Investment 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
Q2 		$628K Sell
47,997
-3,862
-7% -$51.5K 0.01% 1274
2026
Q1 		$704K Buy
51,859
+12,330
+31% +$181K 0.01% 1046
2025
Q4 		$578K Buy
+39,529
New +$600K 0.01% 1082

Other funds holding CPZ

Morgan Stanley
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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
OC
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

Concurrent Investment Advisors's CPZ Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 7.4% in Q2 2026, selling an estimated $51.5K and leaving 47,997 shares worth $628K. The position accounts for 0.01% of the portfolio, ranked #1274.

Concurrent Investment Advisors first reported a position in CPZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $704K in Q1 2026. 61 funds tracked by Wall St. Rank hold CPZ as of Q2 2026.

  • Concurrent Investment Advisors held 47,997 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $628K as of Q2 2026.
  • Concurrent Investment Advisors sold 3,862 Calamos Long/Short Equity & Dynamic Income Trust shares in Q2 2026, an estimated $51.5K.
  • Calamos Long/Short Equity & Dynamic Income Trust made up 0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1274 holding.
  • Concurrent Investment Advisors first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q4 2025 and has held it in 3 quarters since.
  • Concurrent Investment Advisors's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $704K in Q1 2026.
  • 61 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.