HI
CPZ

Harbour Investments’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Harbour Investments’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 		$13.8K Sell
1,015
-1,230
-55% -$18K ﹤0.01% 3099
2025
Q4 		$32.8K Sell
2,245
-730
-25% -$11.1K ﹤0.01% 2166
2025
Q3 		$48.1K Sell
2,975
-340
-10% -$5.59K ﹤0.01% 1928
2025
Q2 		$53.8K Buy
3,315
+100
+3% +$1.56K ﹤0.01% 1783
2025
Q1 		$50K Sell
3,215
-340
-10% -$5.25K ﹤0.01% 1764
2024
Q4 		$52.7K Hold
3,555
– – ﹤0.01% 1685
2024
Q3 		$55.8K Hold
3,555
– – ﹤0.01% 1604
2024
Q2 		$54.2K Hold
3,555
– – ﹤0.01% 1520
2024
Q1 		$54.9K Hold
3,555
– – ﹤0.01% 1480
2023
Q4 		$51.4K Hold
3,555
– – ﹤0.01% 1450
2023
Q3 		$52.6K Sell
3,555
-1,075
-23% -$16.5K ﹤0.01% 1328
2023
Q2 		$71.6K Hold
4,630
– – ﹤0.01% 1198
2023
Q1 		$71.5K Hold
4,630
– – ﹤0.01% 1193
2022
Q4 		$70.3K Sell
4,630
-850
-16% -$13.2K ﹤0.01% 1164
2022
Q3 		$90K Hold
5,480
– – 0.01% 1015
2022
Q2 		$90K Buy
+5,480
New +$98.6K 0.01% 1015
2021
Q4 		$94K Buy
4,815
+850
+21% +$17.1K 0.01% 988
2021
Q3 		$81K Buy
+3,965
New +$80.1K ﹤0.01% 1495

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

Harbour Investments's CPZ Position: Q1 2026 in Review

Harbour Investments reduced its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 55% in Q1 2026, selling an estimated $18K and leaving 1,015 shares worth $13.8K. The position accounts for ﹤0.01% of the portfolio, ranked #3099.

Harbour Investments first reported a position in CPZ in Q3 2021 and has held it in 18 quarters since. The position peaked at $94K in Q4 2021. 58 funds tracked by Wall St. Rank hold CPZ as of Q1 2026.

  • Harbour Investments held 1,015 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $13.8K as of Q1 2026.
  • Harbour Investments sold 1,230 Calamos Long/Short Equity & Dynamic Income Trust shares in Q1 2026, an estimated $18K.
  • Calamos Long/Short Equity & Dynamic Income Trust made up ﹤0.01% of Harbour Investments's portfolio in Q1 2026, its #3099 holding.
  • Harbour Investments first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q3 2021 and has held it in 18 quarters since.
  • Harbour Investments's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $94K in Q4 2021.
  • 58 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q1 2026.

Based on Harbour Investments's 13F filing for Q1 2026, filed 15 May 2026.