CA
CPZ

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

CoreCap 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
2025
Q4 		– Sell
-1,170
Closed -$18.9K – 2970
2025
Q3 		$18.9K Hold
1,170
– – ﹤0.01% 1692
2025
Q2 		$19K Hold
1,170
– – ﹤0.01% 1636
2025
Q1 		$18.2K Hold
1,170
– – ﹤0.01% 1574
2024
Q4 		$17.4K Hold
1,170
– – ﹤0.01% 1579
2024
Q3 		$18.4K Hold
1,170
– – ﹤0.01% 1598
2024
Q2 		$17.8K Hold
1,170
– – ﹤0.01% 936
2024
Q1 		$18.1K Buy
+1,170
New +$17.6K ﹤0.01% 1527
2022
Q4 		$17.8K Buy
+1,170
New +$18.2K ﹤0.01% 1342
2022
Q3 		– Sell
-1,170
Closed -$19K – 838
2022
Q2 		$19K Buy
+1,170
New +$21.1K ﹤0.01% 1251

Other funds holding CPZ

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

CoreCap Advisors's CPZ Position: Q4 2025 in Review

CoreCap Advisors sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q4 2025, closing a stake of 1,170 shares — an estimated $18.9K sold.

CoreCap Advisors first reported a position in CPZ in Q2 2022 and held it in 9 quarters. The position peaked at $19K in Q2 2022. 59 funds tracked by Wall St. Rank hold CPZ as of Q4 2025.

  • CoreCap Advisors reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q4 2025 after selling out during the quarter.
  • CoreCap Advisors sold 1,170 Calamos Long/Short Equity & Dynamic Income Trust shares in Q4 2025, an estimated $18.9K.
  • CoreCap Advisors first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q2 2022 and held it in 9 quarters.
  • CoreCap Advisors's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $19K in Q2 2022.
  • 59 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q4 2025.

Based on CoreCap Advisors's 13F filing for Q4 2025, filed 13 Jan 2026.