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
Q2 		$135K Hold
10,306
– – 0.01% 670
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 $1.89T 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
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
OC
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

Integrated Advisors Network's CPZ Position: Q2 2026 in Review

Integrated Advisors Network held its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) position steady in Q2 2026 at 10,306 shares worth $135K. The position accounts for 0.01% of the portfolio, ranked #670.

Integrated Advisors Network first reported a position in CPZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $188K in Q2 2025. 61 funds tracked by Wall St. Rank hold CPZ as of Q2 2026.

  • Integrated Advisors Network held 10,306 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $135K as of Q2 2026.
  • Integrated Advisors Network 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 Integrated Advisors Network's portfolio in Q2 2026, its #670 holding.
  • Integrated Advisors Network first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q4 2024 and has held it in 7 quarters since.
  • Integrated Advisors Network's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $188K in Q2 2025.
  • 61 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2026.

Based on Integrated Advisors Network's 13F filing for Q2 2026, filed 11 Aug 2026.