CA
CPZ

Continuum Advisory’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Continuum Advisory’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 		$93.1K Buy
+7,120
New +$94.9K 0.01% 652
2025
Q2 		– Sell
-700
Closed -$10.9K – 638
2025
Q1 		$10.9K Hold
700
– – ﹤0.01% 953
2024
Q4 		$10.4K Hold
700
– – ﹤0.01% 973
2024
Q3 		$10.8K Hold
700
– – ﹤0.01% 970
2024
Q2 		$10.7K Hold
700
– – ﹤0.01% 929
2024
Q1 		$11.1K Buy
+700
New +$10.5K ﹤0.01% 919

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

Continuum Advisory's CPZ Position: Q2 2026 in Review

Continuum Advisory opened a new position in Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q2 2026: 7,120 shares worth $93.1K. The stake represents 0.01% of the portfolio and ranks #652 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in CPZ as recently as Q1 2025.

Continuum Advisory first reported a position in CPZ in Q1 2024 and has held it in 6 quarters since. 61 funds tracked by Wall St. Rank hold CPZ as of Q2 2026.

  • Continuum Advisory held 7,120 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $93.1K as of Q2 2026.
  • Calamos Long/Short Equity & Dynamic Income Trust was a new Continuum Advisory position in Q2 2026.
  • Calamos Long/Short Equity & Dynamic Income Trust made up 0.01% of Continuum Advisory's portfolio in Q2 2026, its #652 holding.
  • Continuum Advisory first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q1 2024 and has held it in 6 quarters since.
  • 61 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.