Level Four Advisory Services’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Level Four Advisory Services’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 Q4	–	Sell	-14,152	Closed	-$229K	–	849
2025 Q3	$229K	Buy	+14,152	New	+$233K	0.01%	740

Other funds holding CPZ

SIA

Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Level Four Advisory Services's CPZ Position: Q4 2025 in Review

Level Four Advisory Services sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q4 2025, closing a stake of 14,152 shares — an estimated $229K sold.

Level Four Advisory Services first reported a position in CPZ in Q3 2025 and held it in 1 quarter. The position peaked at $229K in Q3 2025. 59 funds tracked by Wall St. Rank hold CPZ as of Q4 2025.

Level Four Advisory Services reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q4 2025 after selling out during the quarter.
Level Four Advisory Services sold 14,152 Calamos Long/Short Equity & Dynamic Income Trust shares in Q4 2025, an estimated $229K.
Level Four Advisory Services first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q3 2025 and held it in 1 quarter.
Level Four Advisory Services's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $229K in Q3 2025.
59 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q4 2025.

Based on Level Four Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.