P
CPZ

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

&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
2026
Q2 		$467K Buy
35,698
+1,100
+3% +$14.7K ﹤0.01% 1865
2026
Q1 		$469K Buy
34,598
+971
+3% +$14.2K ﹤0.01% 1734
2025
Q4 		$492K Buy
+33,627
New +$511K ﹤0.01% 1615

Other funds holding CPZ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $5.28B AUM 14.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
SCM
Saba Capital Management New York $3.9B AUM 12.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
OC
Oppenheimer & Co New York $9.37B AUM 36.4% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

&Partners's CPZ Position: Q2 2026 in Review

&Partners increased its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 3.2% in Q2 2026, buying an estimated $14.7K and bringing the position to 35,698 shares worth $467K. The position accounts for ﹤0.01% of the portfolio, ranked #1865.

&Partners first reported a position in CPZ in Q4 2025 and has held it in 3 quarters since. The position peaked at $492K in Q4 2025. 61 funds tracked by Wall St. Rank hold CPZ as of Q2 2026.

  • &Partners held 35,698 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $467K as of Q2 2026.
  • &Partners bought 1,100 Calamos Long/Short Equity & Dynamic Income Trust shares in Q2 2026, an estimated $14.7K.
  • Calamos Long/Short Equity & Dynamic Income Trust made up ﹤0.01% of &Partners's portfolio in Q2 2026, its #1865 holding.
  • &Partners first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q4 2025 and has held it in 3 quarters since.
  • &Partners's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $492K in Q4 2025.
  • 61 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.