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 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 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 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 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

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

McCarter Private Wealth Services's CPZ Position: Q1 2026 in Review

McCarter Private Wealth Services reduced its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 5.1% in Q1 2026, selling an estimated $24.2K and leaving 30,991 shares worth $421K. The position accounts for 0.18% of the portfolio, ranked #102.

McCarter Private Wealth Services first reported a position in CPZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $527K in Q3 2025. 58 funds tracked by Wall St. Rank hold CPZ as of Q1 2026.

McCarter Private Wealth Services held 30,991 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $421K as of Q1 2026.
McCarter Private Wealth Services sold 1,650 Calamos Long/Short Equity & Dynamic Income Trust shares in Q1 2026, an estimated $24.2K.
Calamos Long/Short Equity & Dynamic Income Trust made up 0.18% of McCarter Private Wealth Services's portfolio in Q1 2026, its #102 holding.
McCarter Private Wealth Services first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q3 2025 and has held it in 3 quarters since.
McCarter Private Wealth Services's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $527K in Q3 2025.
58 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q1 2026.

Based on McCarter Private Wealth Services's 13F filing for Q1 2026, filed 15 May 2026.