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

Next Financial 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
2021 Q4	$372K	Sell	19,087 -427	-2%	-$8.57K	0.02%	653
2021 Q3	$397K	Sell	19,514 -514	-3%	-$10.4K	0.03%	562
2021 Q2	$416K	Buy	20,028 +932	+5%	+$19.2K	0.03%	543
2021 Q1	$385K	Buy	19,096 +3,497	+22%	+$65.2K	0.03%	527
2020 Q4	$272K	Buy	15,599 +21	+0.1%	+$341	0.03%	600
2020 Q3	$226K	Buy	+15,578	New	+$240K	0.02%	573

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RCM

Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SCM

Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return

AAM

Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

SIA

SkyView Investment Advisors Shrewsbury, New Jersey $743M AUM 17.91% 1-Year Est. Return

Next Financial Group's CPZ Position: Q4 2021 in Review

Next Financial Group reduced its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 2.2% in Q4 2021, selling an estimated $8.57K and leaving 19,087 shares worth $372K. The position accounts for 0.02% of the portfolio, ranked #653.

Next Financial Group first reported a position in CPZ in Q3 2020 and has held it in 6 quarters since. The position peaked at $416K in Q2 2021. 40 funds tracked by Wall St. Rank hold CPZ as of Q4 2021.

Next Financial Group held 19,087 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $372K as of Q4 2021.
Next Financial Group sold 427 Calamos Long/Short Equity & Dynamic Income Trust shares in Q4 2021, an estimated $8.57K.
Calamos Long/Short Equity & Dynamic Income Trust made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #653 holding.
Next Financial Group first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q3 2020 and has held it in 6 quarters since.
Next Financial Group's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $416K in Q2 2021.
40 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.