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
Q2 		$776K Buy
59,335
+42,860
+260% +$571K ﹤0.01% 3784
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 $1.89T 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

Envestnet Asset Management's CPZ Position: Q2 2026 in Review

Envestnet Asset Management increased its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 260% in Q2 2026, buying an estimated $571K and bringing the position to 59,335 shares worth $776K. The position accounts for ﹤0.01% of the portfolio, ranked #3784.

Envestnet Asset Management first reported a position in CPZ in Q3 2025 and has held it in 3 quarters since. 61 funds tracked by Wall St. Rank hold CPZ as of Q2 2026.

  • Envestnet Asset Management held 59,335 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $776K as of Q2 2026.
  • Envestnet Asset Management bought 42,860 Calamos Long/Short Equity & Dynamic Income Trust shares in Q2 2026, an estimated $571K.
  • Calamos Long/Short Equity & Dynamic Income Trust made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3784 holding.
  • Envestnet Asset Management first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q3 2025 and has held it in 3 quarters since.
  • 61 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.