Readystate Asset Management’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Readystate Asset Management’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	$370K	Sell	28,292 -21,717	-43%	-$289K	0.01%	722
2026 Q1	$679K	Buy	50,009 +36,109	+260%	+$530K	0.03%	515
2025 Q4	$203K	Buy	+13,900	New	+$211K	0.01%	325
2025 Q3	–	Sell	-25,450	Closed	-$413K	–	427
2025 Q2	$413K	Buy	+25,450	New	+$397K	0.01%	434

Other funds holding CPZ

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 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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Readystate Asset Management's CPZ Position: Q2 2026 in Review

Readystate Asset Management reduced its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 43% in Q2 2026, selling an estimated $289K and leaving 28,292 shares worth $370K. The position accounts for 0.01% of the portfolio, ranked #722.

Readystate Asset Management first reported a position in CPZ in Q2 2025 and has held it in 4 quarters since. The position peaked at $679K in Q1 2026. 61 funds tracked by Wall St. Rank hold CPZ as of Q2 2026.

Readystate Asset Management held 28,292 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $370K as of Q2 2026.
Readystate Asset Management sold 21,717 Calamos Long/Short Equity & Dynamic Income Trust shares in Q2 2026, an estimated $289K.
Calamos Long/Short Equity & Dynamic Income Trust made up 0.01% of Readystate Asset Management's portfolio in Q2 2026, its #722 holding.
Readystate Asset Management first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q2 2025 and has held it in 4 quarters since.
Readystate Asset Management's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $679K in Q1 2026.
61 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2026.

Based on Readystate Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.