Envestnet Asset Management
CPZ

Envestnet Asset Management’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Envestnet Asset Management’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 		$224K Buy
+16,475
New +$242K ﹤0.01% 4453
2025
Q4 		– Sell
-11,389
Closed -$184K – 4499
2025
Q3 		$184K Buy
+11,389
New +$187K ﹤0.01% 4335

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

Envestnet Asset Management's CPZ Position: Q1 2026 in Review

Envestnet Asset Management opened a new position in Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q1 2026: 16,475 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #4453 among its holdings. This is a return to the name: Envestnet Asset Management previously reported a position in CPZ as recently as Q3 2025.

Envestnet Asset Management first reported a position in CPZ in Q3 2025 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold CPZ as of Q1 2026.

  • Envestnet Asset Management held 16,475 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $224K as of Q1 2026.
  • Calamos Long/Short Equity & Dynamic Income Trust was a new Envestnet Asset Management position in Q1 2026.
  • Calamos Long/Short Equity & Dynamic Income Trust made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #4453 holding.
  • Envestnet Asset Management first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q3 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 Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.