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

Integrity Wealth Advisors’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	$774K	Buy	57,058 +10,399	+22%	+$153K	0.46%	37
2025 Q4	$682K	Sell	46,659 -42,624	-48%	-$647K	0.46%	37
2025 Q3	$1.45M	Buy	89,283 +49,288	+123%	+$810K	0.52%	27
2025 Q2	$649K	Sell	39,995 -13,669	-25%	-$213K	0.45%	32
2025 Q1	$835K	Buy	53,664 +2,783	+5%	+$43K	0.61%	21
2024 Q4	$755K	Buy	+50,881	New	+$789K	0.55%	26

Other funds holding CPZ

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 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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Integrity Wealth Advisors's CPZ Position: Q1 2026 in Review

Integrity Wealth Advisors increased its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 22% in Q1 2026, buying an estimated $153K and bringing the position to 57,058 shares worth $774K. The position accounts for 0.46% of the portfolio, ranked #37.

Integrity Wealth Advisors first reported a position in CPZ in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.45M in Q3 2025. 58 funds tracked by Wall St. Rank hold CPZ as of Q1 2026.

Integrity Wealth Advisors held 57,058 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $774K as of Q1 2026.
Integrity Wealth Advisors bought 10,399 Calamos Long/Short Equity & Dynamic Income Trust shares in Q1 2026, an estimated $153K.
Calamos Long/Short Equity & Dynamic Income Trust made up 0.46% of Integrity Wealth Advisors's portfolio in Q1 2026, its #37 holding.
Integrity Wealth Advisors first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q4 2024 and has held it in 6 quarters since.
Integrity Wealth Advisors's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $1.45M in Q3 2025.
58 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q1 2026.

Based on Integrity Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.