Evolve Private Wealth’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Evolve Private Wealth’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	$931K	Buy	68,626 +266	+0.4%	+$3.9K	0.05%	353
2025 Q4	$1.01M	Buy	+68,360	New	+$1.04M	0.06%	295

Other funds holding CPZ

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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Evolve Private Wealth's CPZ Position: Q1 2026 in Review

Evolve Private Wealth increased its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 0.39% in Q1 2026, buying an estimated $3.9K and bringing the position to 68,626 shares worth $931K. The position accounts for 0.05% of the portfolio, ranked #353.

Evolve Private Wealth first reported a position in CPZ in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.01M in Q4 2025. 58 funds tracked by Wall St. Rank hold CPZ as of Q1 2026.

Evolve Private Wealth held 68,626 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $931K as of Q1 2026.
Evolve Private Wealth bought 266 Calamos Long/Short Equity & Dynamic Income Trust shares in Q1 2026, an estimated $3.9K.
Calamos Long/Short Equity & Dynamic Income Trust made up 0.05% of Evolve Private Wealth's portfolio in Q1 2026, its #353 holding.
Evolve Private Wealth first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q4 2025 and has held it in 2 quarters since.
Evolve Private Wealth's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $1.01M in Q4 2025.
58 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q1 2026.

Based on Evolve Private Wealth's 13F filing for Q1 2026, filed 16 Apr 2026.