FCA
CPZ

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
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
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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OC
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

Fortis Capital Advisors's CPZ Position: Q1 2026 in Review

Fortis Capital Advisors increased its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 285% in Q1 2026, buying an estimated $455K and bringing the position to 41,873 shares worth $568K. The position accounts for 0.07% of the portfolio, ranked #215.

Fortis Capital Advisors first reported a position in CPZ in Q1 2025 and has held it in 4 quarters since. 58 funds tracked by Wall St. Rank hold CPZ as of Q1 2026.

  • Fortis Capital Advisors held 41,873 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $568K as of Q1 2026.
  • Fortis Capital Advisors bought 30,991 Calamos Long/Short Equity & Dynamic Income Trust shares in Q1 2026, an estimated $455K.
  • Calamos Long/Short Equity & Dynamic Income Trust made up 0.07% of Fortis Capital Advisors's portfolio in Q1 2026, its #215 holding.
  • Fortis Capital Advisors first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q1 2025 and has held it in 4 quarters since.
  • 58 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q1 2026.

Based on Fortis Capital Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.