OIA
CPZ

Optimum Investment Advisors’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Optimum Investment Advisors’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 		$429K Buy
26,560
+600
+2% +$9.86K 0.17% 113
2025
Q2 		$421K Buy
25,960
+3,100
+14% +$48.3K 0.18% 108
2025
Q1 		$356K Buy
22,860
+9,560
+72% +$148K 0.17% 123
2024
Q4 		$197K Hold
13,300
– – 0.09% 173
2024
Q3 		$209K Hold
13,300
– – 0.09% 181
2024
Q2 		$203K Buy
13,300
+4,000
+43% +$61.5K 0.09% 184
2024
Q1 		$143K Sell
9,300
-3,600
-28% -$54.1K 0.07% 225
2023
Q4 		$186K Sell
12,900
-14,783
-53% -$212K 0.09% 188
2023
Q3 		$409K Sell
27,683
-739
-3% -$11.3K 0.21% 114
2023
Q2 		$440K Sell
28,422
-2,090
-7% -$31.8K 0.22% 112
2023
Q1 		$471K Buy
30,512
+1,309
+4% +$21K 0.25% 99
2022
Q4 		$444K Sell
29,203
-391
-1% -$6.08K 0.24% 101
2022
Q3 		$442K Sell
29,594
-491
-2% -$8.38K 0.24% 99
2022
Q2 		$496K Buy
30,085
+308
+1% +$5.54K 0.25% 92
2022
Q1 		$607K Sell
29,777
-694
-2% -$14K 0.26% 88
2021
Q4 		$594K Sell
30,471
-4,593
-13% -$92.2K 0.23% 96
2021
Q3 		$714K Buy
35,064
+9,656
+38% +$195K 0.3% 75
2021
Q2 		$528K Buy
25,408
+11,506
+83% +$238K 0.16% 135
2021
Q1 		$281K Buy
+13,902
New +$259K 0.08% 214

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

Optimum Investment Advisors's CPZ Position: Q3 2025 in Review

Optimum Investment Advisors increased its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 2.3% in Q3 2025, buying an estimated $9.86K and bringing the position to 26,560 shares worth $429K. The position accounts for 0.17% of the portfolio, ranked #113.

Optimum Investment Advisors first reported a position in CPZ in Q1 2021 and has held it in 19 quarters since. The position peaked at $714K in Q3 2021. 59 funds tracked by Wall St. Rank hold CPZ as of Q3 2025.

  • Optimum Investment Advisors held 26,560 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $429K as of Q3 2025.
  • Optimum Investment Advisors bought 600 Calamos Long/Short Equity & Dynamic Income Trust shares in Q3 2025, an estimated $9.86K.
  • Calamos Long/Short Equity & Dynamic Income Trust made up 0.17% of Optimum Investment Advisors's portfolio in Q3 2025, its #113 holding.
  • Optimum Investment Advisors first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q1 2021 and has held it in 19 quarters since.
  • Optimum Investment Advisors's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $714K in Q3 2021.
  • 59 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.