OP
CPZ

ORG Partners’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

ORG Partners’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 		$21.9K Hold
1,500
– – ﹤0.01% 779
2025
Q3 		$24.2K Hold
1,500
– – ﹤0.01% 756
2025
Q2 		$24.4K Hold
1,500
– – 0.01% 710
2025
Q1 		$23.1K Hold
1,500
– – 0.01% 651
2024
Q4 		$22.2K Buy
+1,500
New +$23.3K ﹤0.01% 722

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

ORG Partners's CPZ Position: Q4 2025 in Review

ORG Partners held its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) position steady in Q4 2025 at 1,500 shares worth $21.9K. The position accounts for ﹤0.01% of the portfolio, ranked #779.

ORG Partners first reported a position in CPZ in Q4 2024 and has held it in 5 quarters since. The position peaked at $24.4K in Q2 2025. 59 funds tracked by Wall St. Rank hold CPZ as of Q4 2025.

  • ORG Partners held 1,500 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $21.9K as of Q4 2025.
  • ORG Partners left its Calamos Long/Short Equity & Dynamic Income Trust share count unchanged in Q4 2025.
  • Calamos Long/Short Equity & Dynamic Income Trust made up ﹤0.01% of ORG Partners's portfolio in Q4 2025, its #779 holding.
  • ORG Partners first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q4 2024 and has held it in 5 quarters since.
  • ORG Partners's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $24.4K in Q2 2025.
  • 59 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.