Highline Wealth Partners’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Highline Wealth Partners’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 Q3	$2.51K	Hold	200	–	–	﹤0.01%	1186
2026 Q2	$2.62K	Hold	200	–	–	﹤0.01%	1123
2026 Q1	$2.71K	Hold	200	–	–	﹤0.01%	973
2025 Q4	$2.92K	Hold	200	–	–	﹤0.01%	752
2025 Q3	$3.23K	Buy	+200	New	+$3.29K	﹤0.01%	718

Other funds holding CPZ

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

B. Riley Wealth Advisors Boca Raton, Florida $2.57B AUM 28.13% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Highline Wealth Partners's CPZ Position: Q3 2026 in Review

Highline Wealth Partners held its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) position steady in Q3 2026 at 200 shares worth $2.51K. The position accounts for ﹤0.01% of the portfolio, ranked #1186.

Highline Wealth Partners first reported a position in CPZ in Q3 2025 and has held it in 5 quarters since. The position peaked at $3.23K in Q3 2025. 7 funds tracked by Wall St. Rank hold CPZ as of Q3 2026.

Highline Wealth Partners held 200 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $2.51K as of Q3 2026.
Highline Wealth Partners left its Calamos Long/Short Equity & Dynamic Income Trust share count unchanged in Q3 2026.
Calamos Long/Short Equity & Dynamic Income Trust made up ﹤0.01% of Highline Wealth Partners's portfolio in Q3 2026, its #1186 holding.
Highline Wealth Partners first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q3 2025 and has held it in 5 quarters since.
Highline Wealth Partners's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $3.23K in Q3 2025.
7 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q3 2026.

Based on Highline Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.