LFG
CPZ

Larson Financial Group’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Larson Financial Group’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
2025
Q2 		– Sell
-3,000
Closed -$46.7K – 3331
2025
Q1 		$46.7K Buy
+3,000
New +$46.3K ﹤0.01% 1054

Other funds holding CPZ

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Larson Financial Group's CPZ Position: Q2 2025 in Review

Larson Financial Group sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q2 2025, closing a stake of 3,000 shares — an estimated $46.7K sold.

Larson Financial Group first reported a position in CPZ in Q1 2025 and held it in 1 quarter. The position peaked at $46.7K in Q1 2025. 54 funds tracked by Wall St. Rank hold CPZ as of Q2 2025.

  • Larson Financial Group reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q2 2025 after selling out during the quarter.
  • Larson Financial Group sold 3,000 Calamos Long/Short Equity & Dynamic Income Trust shares in Q2 2025, an estimated $46.7K.
  • Larson Financial Group first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q1 2025 and held it in 1 quarter.
  • Larson Financial Group's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $46.7K in Q1 2025.
  • 54 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2025.

Based on Larson Financial Group's 13F filing for Q2 2025, filed 8 Aug 2025.