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
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 $1.66T 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

Concurrent Investment Advisors's CPZ Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 31% in Q1 2026, buying an estimated $181K and bringing the position to 51,859 shares worth $704K. The position accounts for 0.01% of the portfolio, ranked #1046.

Concurrent Investment Advisors first reported a position in CPZ in Q4 2025 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold CPZ as of Q1 2026.

  • Concurrent Investment Advisors held 51,859 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $704K as of Q1 2026.
  • Concurrent Investment Advisors bought 12,330 Calamos Long/Short Equity & Dynamic Income Trust shares in Q1 2026, an estimated $181K.
  • Calamos Long/Short Equity & Dynamic Income Trust made up 0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1046 holding.
  • Concurrent Investment Advisors first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q4 2025 and has held it in 2 quarters since.
  • 58 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.