Raymond James Financial
CPZ

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

Raymond James Financial’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 		$5.03M Buy
384,849
+20,598
+6% +$275K ﹤0.01% 2724
2026
Q1 		$4.94M Sell
364,251
-9,683
-3% -$142K ﹤0.01% 2600
2025
Q4 		$5.47M Sell
373,934
-81,213
-18% -$1.23M ﹤0.01% 2445
2025
Q3 		$7.36M Buy
455,147
+17,042
+4% +$280K ﹤0.01% 2171
2025
Q2 		$7.11M Buy
438,105
+103,935
+31% +$1.62M ﹤0.01% 2131
2025
Q1 		$5.2M Buy
334,170
+28,900
+9% +$446K ﹤0.01% 2301
2024
Q4 		$4.53M Buy
+305,270
New +$4.73M ﹤0.01% 2388

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
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
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return

Raymond James Financial's CPZ Position: Q2 2026 in Review

Raymond James Financial increased its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 5.7% in Q2 2026, buying an estimated $275K and bringing the position to 384,849 shares worth $5.03M. The position accounts for ﹤0.01% of the portfolio, ranked #2724.

Raymond James Financial first reported a position in CPZ in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.36M in Q3 2025. 61 funds tracked by Wall St. Rank hold CPZ as of Q2 2026.

  • Raymond James Financial held 384,849 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $5.03M as of Q2 2026.
  • Raymond James Financial bought 20,598 Calamos Long/Short Equity & Dynamic Income Trust shares in Q2 2026, an estimated $275K.
  • Calamos Long/Short Equity & Dynamic Income Trust made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #2724 holding.
  • Raymond James Financial first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q4 2024 and has held it in 7 quarters since.
  • Raymond James Financial's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $7.36M in Q3 2025.
  • 61 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.