ME
CPZ

McIlrath & Eck’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

McIlrath & Eck’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
Q3 		– Sell
-1,300
Closed -$21.1K – 948
2025
Q2 		$21.1K Buy
+1,300
New +$20.3K ﹤0.01% 466

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

McIlrath & Eck's CPZ Position: Q3 2025 in Review

McIlrath & Eck sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q3 2025, closing a stake of 1,300 shares — an estimated $21.1K sold.

McIlrath & Eck first reported a position in CPZ in Q2 2025 and held it in 1 quarter. The position peaked at $21.1K in Q2 2025. 59 funds tracked by Wall St. Rank hold CPZ as of Q3 2025.

  • McIlrath & Eck reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q3 2025 after selling out during the quarter.
  • McIlrath & Eck sold 1,300 Calamos Long/Short Equity & Dynamic Income Trust shares in Q3 2025, an estimated $21.1K.
  • McIlrath & Eck first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q2 2025 and held it in 1 quarter.
  • McIlrath & Eck's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $21.1K in Q2 2025.
  • 59 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q3 2025.

Based on McIlrath & Eck's 13F filing for Q3 2025, filed 22 Oct 2025.