HWP
CPZ

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
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

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Highline Wealth Partners's CPZ Position: Q2 2026 in Review

Highline Wealth Partners held its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) position steady in Q2 2026 at 200 shares worth $2.62K. The position accounts for ﹤0.01% of the portfolio, ranked #1123.

Highline Wealth Partners first reported a position in CPZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.23K in Q3 2025. 7 funds tracked by Wall St. Rank hold CPZ as of Q2 2026.

  • Highline Wealth Partners held 200 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $2.62K as of Q2 2026.
  • Highline Wealth Partners left its Calamos Long/Short Equity & Dynamic Income Trust share count unchanged in Q2 2026.
  • Calamos Long/Short Equity & Dynamic Income Trust made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #1123 holding.
  • Highline Wealth Partners first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q3 2025 and has held it in 4 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 Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.