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 Q2	$9.09K	Sell	695 -320	-32%	-$4.26K	﹤0.01%	3415
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 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

Harbour Investments's CPZ Position: Q2 2026 in Review

Harbour Investments reduced its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 32% in Q2 2026, selling an estimated $4.26K and leaving 695 shares worth $9.09K. The position accounts for ﹤0.01% of the portfolio, ranked #3415.

Harbour Investments first reported a position in CPZ in Q3 2021 and has held it in 19 quarters since. The position peaked at $94K in Q4 2021. 61 funds tracked by Wall St. Rank hold CPZ as of Q2 2026.

Harbour Investments held 695 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $9.09K as of Q2 2026.
Harbour Investments sold 320 Calamos Long/Short Equity & Dynamic Income Trust shares in Q2 2026, an estimated $4.26K.
Calamos Long/Short Equity & Dynamic Income Trust made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3415 holding.
Harbour Investments first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q3 2021 and has held it in 19 quarters since.
Harbour Investments's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $94K in Q4 2021.
61 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.