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 Q3	–	Sell	-10,306	Closed	-$135K	–	682
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $722M AUM 7.22% 1-Year Est. Return

Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

TrueMark Investments Chicago, Illinois $856M AUM 21.72% 1-Year Est. Return

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

Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Integrated Advisors Network's CPZ Position: Q3 2026 in Review

Integrated Advisors Network sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q3 2026, closing a stake of 10,306 shares — an estimated $135K sold.

Integrated Advisors Network first reported a position in CPZ in Q4 2024 and held it in 7 quarters. The position peaked at $188K in Q2 2025. 26 funds tracked by Wall St. Rank hold CPZ as of Q3 2026.

Integrated Advisors Network reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q3 2026 after selling out during the quarter.
Integrated Advisors Network sold 10,306 Calamos Long/Short Equity & Dynamic Income Trust shares in Q3 2026, an estimated $135K.
Integrated Advisors Network first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q4 2024 and held it in 7 quarters.
Integrated Advisors Network's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $188K in Q2 2025.
26 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q3 2026.

Based on Integrated Advisors Network's 13F filing for Q3 2026, filed 20 Oct 2026.