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

Fortis Capital 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	–	Sell	-41,873	Closed	-$568K	–	421
2026 Q1	$568K	Buy	41,873 +30,991	+285%	+$455K	0.07%	215
2025 Q4	$159K	Buy	10,882 +310	+3%	+$4.71K	0.02%	304
2025 Q3	$171K	Buy	+10,572	New	+$174K	0.03%	275
2025 Q2	–	Sell	-12,868	Closed	-$200K	–	247
2025 Q1	$200K	Buy	+12,868	New	+$199K	0.04%	243

Other funds holding CPZ

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Fortis Capital Advisors's CPZ Position: Q2 2026 in Review

Fortis Capital Advisors sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q2 2026, closing a stake of 41,873 shares — an estimated $568K sold.

Fortis Capital Advisors first reported a position in CPZ in Q1 2025 and held it in 4 quarters. The position peaked at $568K in Q1 2026. 61 funds tracked by Wall St. Rank hold CPZ as of Q2 2026.

Fortis Capital Advisors reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q2 2026 after selling out during the quarter.
Fortis Capital Advisors sold 41,873 Calamos Long/Short Equity & Dynamic Income Trust shares in Q2 2026, an estimated $568K.
Fortis Capital Advisors first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q1 2025 and held it in 4 quarters.
Fortis Capital Advisors's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $568K in Q1 2026.
61 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.