MPWS
CPZ

McCarter Private Wealth Services’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

McCarter Private Wealth 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
2026
Q2 		– Sell
-30,991
Closed -$421K – 186
2026
Q1 		$421K Sell
30,991
-1,650
-5% -$24.2K 0.18% 102
2025
Q4 		$477K Hold
32,641
– – 0.21% 92
2025
Q3 		$527K Buy
+32,641
New +$537K 0.27% 74

Other funds holding CPZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

McCarter Private Wealth Services's CPZ Position: Q2 2026 in Review

McCarter Private Wealth Services sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q2 2026, closing a stake of 30,991 shares — an estimated $421K sold.

McCarter Private Wealth Services first reported a position in CPZ in Q3 2025 and held it in 3 quarters. The position peaked at $527K in Q3 2025. 61 funds tracked by Wall St. Rank hold CPZ as of Q2 2026.

  • McCarter Private Wealth Services reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q2 2026 after selling out during the quarter.
  • McCarter Private Wealth Services sold 30,991 Calamos Long/Short Equity & Dynamic Income Trust shares in Q2 2026, an estimated $421K.
  • McCarter Private Wealth Services first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q3 2025 and held it in 3 quarters.
  • McCarter Private Wealth Services's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $527K in Q3 2025.
  • 61 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.