FFA
CPZ

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

Farther Finance 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
2026
Q2 		$9.69K Buy
+741
New +$9.88K ﹤0.01% 4440

Other funds holding CPZ

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Farther Finance Advisors's CPZ Position: Q2 2026 in Review

Farther Finance Advisors opened a new position in Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q2 2026: 741 shares worth $9.69K. The stake represents ﹤0.01% of the portfolio and ranks #4440 among its holdings.

7 funds tracked by Wall St. Rank hold CPZ as of Q2 2026.

  • Farther Finance Advisors held 741 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $9.69K as of Q2 2026.
  • Calamos Long/Short Equity & Dynamic Income Trust was a new Farther Finance Advisors position in Q2 2026.
  • Calamos Long/Short Equity & Dynamic Income Trust made up ﹤0.01% of Farther Finance Advisors's portfolio in Q2 2026, its #4440 holding.
  • 7 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.