NFSG
CPZ

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

Newbridge Financial Services 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
Q4 		– Sell
-13,229
Closed -$214K – 1243
2025
Q3 		$214K Hold
13,229
– – 0.03% 290
2025
Q2 		$215K Buy
+13,229
New +$206K 0.03% 280

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
Raymond James Financial
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

Newbridge Financial Services Group's CPZ Position: Q4 2025 in Review

Newbridge Financial Services Group sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q4 2025, closing a stake of 13,229 shares — an estimated $214K sold.

Newbridge Financial Services Group first reported a position in CPZ in Q2 2025 and held it in 2 quarters. The position peaked at $215K in Q2 2025. 59 funds tracked by Wall St. Rank hold CPZ as of Q4 2025.

  • Newbridge Financial Services Group reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q4 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 13,229 Calamos Long/Short Equity & Dynamic Income Trust shares in Q4 2025, an estimated $214K.
  • Newbridge Financial Services Group first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q2 2025 and held it in 2 quarters.
  • Newbridge Financial Services Group's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $215K in Q2 2025.
  • 59 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q4 2025.

Based on Newbridge Financial Services Group's 13F filing for Q4 2025, filed 21 Jan 2026.