RAM
CPZ

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 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
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 $9.37B AUM 36.4% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM

Readystate Asset Management's CPZ Position: Q1 2026 in Review

Readystate Asset Management increased its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 260% in Q1 2026, buying an estimated $530K and bringing the position to 50,009 shares worth $679K. The position accounts for 0.03% of the portfolio, ranked #515.

Readystate Asset Management first reported a position in CPZ in Q2 2025 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold CPZ as of Q1 2026.

  • Readystate Asset Management held 50,009 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $679K as of Q1 2026.
  • Readystate Asset Management bought 36,109 Calamos Long/Short Equity & Dynamic Income Trust shares in Q1 2026, an estimated $530K.
  • Calamos Long/Short Equity & Dynamic Income Trust made up 0.03% of Readystate Asset Management's portfolio in Q1 2026, its #515 holding.
  • Readystate Asset Management first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q2 2025 and has held it in 3 quarters since.
  • 58 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q1 2026.

Based on Readystate Asset Management's 13F filing for Q1 2026, filed 15 May 2026.