EPW
CPZ

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
Q2 		$886K Sell
67,711
-915
-1% -$12.2K 0.05% 315
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
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

Evolve Private Wealth's CPZ Position: Q2 2026 in Review

Evolve Private Wealth reduced its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 1.3% in Q2 2026, selling an estimated $12.2K and leaving 67,711 shares worth $886K. The position accounts for 0.05% of the portfolio, ranked #315.

Evolve Private Wealth first reported a position in CPZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.01M in Q4 2025. 61 funds tracked by Wall St. Rank hold CPZ as of Q2 2026.

  • Evolve Private Wealth held 67,711 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $886K as of Q2 2026.
  • Evolve Private Wealth sold 915 Calamos Long/Short Equity & Dynamic Income Trust shares in Q2 2026, an estimated $12.2K.
  • Calamos Long/Short Equity & Dynamic Income Trust made up 0.05% of Evolve Private Wealth's portfolio in Q2 2026, its #315 holding.
  • Evolve Private Wealth first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $1.01M in Q4 2025.
  • 61 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.