Janney Montgomery Scott
CPZ

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
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

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

Janney Montgomery Scott's CPZ Position: Q1 2026 in Review

Janney Montgomery Scott increased its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 5.2% in Q1 2026, buying an estimated $61K and bringing the position to 83,904 shares worth $1.14M. The position accounts for ﹤0.01% of the portfolio, ranked #1576.

Janney Montgomery Scott first reported a position in CPZ in Q1 2021 and has held it in 20 quarters since. The position peaked at $1.27M in Q3 2025. 58 funds tracked by Wall St. Rank hold CPZ as of Q1 2026.

  • Janney Montgomery Scott held 83,904 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $1.14M as of Q1 2026.
  • Janney Montgomery Scott bought 4,157 Calamos Long/Short Equity & Dynamic Income Trust shares in Q1 2026, an estimated $61K.
  • Calamos Long/Short Equity & Dynamic Income Trust made up ﹤0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1576 holding.
  • Janney Montgomery Scott first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q1 2021 and has held it in 20 quarters since.
  • Janney Montgomery Scott's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $1.27M in Q3 2025.
  • 58 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.