Janney Montgomery Scott
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Janney Montgomery Scott’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Janney Montgomery Scott’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 		$1.02M Sell
81,409
-2,477
-3% -$32.5K ﹤0.01% 1886
2026
Q2 		$1.1M Sell
83,886
-18
-0% -$240 ﹤0.01% 1866
2026
Q1 		$1.14M Buy
83,904
+4,157
+5% +$61K ﹤0.01% 1576
2025
Q4 		$1.17M Buy
79,747
+1,127
+1% +$17.1K ﹤0.01% 1644
2025
Q3 		$1.27M Buy
78,620
+14,790
+23% +$243K ﹤0.01% 1552
2025
Q2 		$1.04M Buy
63,830
+11,727
+23% +$183K ﹤0.01% 1561
2025
Q1 		$811K Buy
52,103
+16,747
+47% +$259K ﹤0.01% 1677
2024
Q4 		$524K Buy
35,356
+3,160
+10% +$49K ﹤0.01% 1959
2024
Q3 		$505K Buy
+32,196
New +$498K ﹤0.01% 1959
2024
Q2 		– Sell
-25,568
Closed -$395K – 2642
2024
Q1 		$395K Buy
25,568
+1,528
+6% +$22.9K ﹤0.01% 2155
2023
Q4 		$347K Buy
24,040
+7,090
+42% +$102K ﹤0.01% 2133
2023
Q3 		$251K Sell
16,950
-2,000
-11% -$30.6K ﹤0.01% 2251
2023
Q2 		$293K Hold
18,950
– – ﹤0.01% 2234
2023
Q1 		$293K Buy
18,950
+700
+4% +$11.2K ﹤0.01% 2066
2022
Q4 		$277K Buy
18,250
+5,000
+38% +$77.8K ﹤0.01% 2177
2022
Q3 		$198K Buy
13,250
+1,000
+8% +$17.1K ﹤0.01% 2291
2022
Q2 		$201K Hold
12,250
– – ﹤0.01% 2146
2022
Q1 		$250K Buy
12,250
+1,500
+14% +$30.3K ﹤0.01% 1976
2021
Q4 		$209K Hold
10,750
– – ﹤0.01% 2215
2021
Q3 		$219K Hold
10,750
– – ﹤0.01% 2119
2021
Q2 		$223K Hold
10,750
– – ﹤0.01% 2078
2021
Q1 		$217K Buy
+10,750
New +$201K ﹤0.01% 2020

Other funds holding CPZ

Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $722M AUM 7.22% 1-Year Est. Return
Closed-End Fund Advisors
Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Janney Montgomery Scott's CPZ Position: Q3 2026 in Review

Janney Montgomery Scott reduced its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 3% in Q3 2026, selling an estimated $32.5K and leaving 81,409 shares worth $1.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1886.

Janney Montgomery Scott first reported a position in CPZ in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.27M in Q3 2025. 44 funds tracked by Wall St. Rank hold CPZ as of Q3 2026.

  • Janney Montgomery Scott held 81,409 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $1.02M as of Q3 2026.
  • Janney Montgomery Scott sold 2,477 Calamos Long/Short Equity & Dynamic Income Trust shares in Q3 2026, an estimated $32.5K.
  • Calamos Long/Short Equity & Dynamic Income Trust made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q3 2026, its #1886 holding.
  • Janney Montgomery Scott first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q1 2021 and has held it in 22 quarters since.
  • Janney Montgomery Scott's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $1.27M in Q3 2025.
  • 44 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q3 2026.

Based on Janney Montgomery Scott's 13F filing for Q3 2026, filed 12 Nov 2026.