IAN
CPZ

Integrated Advisors Network’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Integrated Advisors Network’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 		$140K Sell
10,306
-1,250
-11% -$18.3K 0.01% 679
2025
Q4 		$169K Hold
11,556
– – 0.01% 699
2025
Q3 		$187K Hold
11,556
– – 0.01% 751
2025
Q2 		$188K Buy
11,556
+350
+3% +$5.46K 0.01% 722
2025
Q1 		$174K Sell
11,206
-150
-1% -$2.32K 0.01% 689
2024
Q4 		$168K Buy
+11,356
New +$176K 0.01% 680

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

Integrated Advisors Network's CPZ Position: Q1 2026 in Review

Integrated Advisors Network reduced its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 11% in Q1 2026, selling an estimated $18.3K and leaving 10,306 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #679.

Integrated Advisors Network first reported a position in CPZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $188K in Q2 2025. 58 funds tracked by Wall St. Rank hold CPZ as of Q1 2026.

  • Integrated Advisors Network held 10,306 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $140K as of Q1 2026.
  • Integrated Advisors Network sold 1,250 Calamos Long/Short Equity & Dynamic Income Trust shares in Q1 2026, an estimated $18.3K.
  • Calamos Long/Short Equity & Dynamic Income Trust made up 0.01% of Integrated Advisors Network's portfolio in Q1 2026, its #679 holding.
  • Integrated Advisors Network first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q4 2024 and has held it in 6 quarters since.
  • Integrated Advisors Network's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $188K in Q2 2025.
  • 58 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q1 2026.

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