Salem Investment Counselors’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Salem Investment Counselors’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	$15K	Hold	1,150	–	–	﹤0.01%	825
2026 Q1	$15.6K	Buy	+1,150	New	+$16.9K	﹤0.01%	799
2025 Q4	–	Sell	-1,150	Closed	-$18.6K	–	549
2025 Q3	$18.6K	Hold	1,150	–	–	﹤0.01%	756
2025 Q2	$18.7K	Hold	1,150	–	–	﹤0.01%	734
2025 Q1	$17.9K	Hold	1,150	–	–	﹤0.01%	735
2024 Q4	$17.4K	Hold	1,150	–	–	﹤0.01%	751
2024 Q3	$18K	Hold	1,150	–	–	﹤0.01%	754
2024 Q2	$17.5K	Hold	1,150	–	–	﹤0.01%	741
2024 Q1	$17.7K	Hold	1,150	–	–	﹤0.01%	734
2023 Q4	$16.8K	Hold	1,150	–	–	﹤0.01%	722
2023 Q3	$17K	Sell	1,150 -350	-23%	-$5.36K	﹤0.01%	696
2023 Q2	$23.2K	Hold	1,500	–	–	﹤0.01%	670
2023 Q1	$23.2K	Hold	1,500	–	–	﹤0.01%	669
2022 Q4	$23K	Hold	1,500	–	–	﹤0.01%	639
2022 Q3	$22K	Hold	1,500	–	–	﹤0.01%	623
2022 Q2	$25K	Hold	1,500	–	–	﹤0.01%	628
2022 Q1	$31K	Hold	1,500	–	–	﹤0.01%	586
2021 Q4	$29K	Hold	1,500	–	–	﹤0.01%	646
2021 Q3	$31K	Hold	1,500	–	–	﹤0.01%	568
2021 Q2	$31K	Hold	1,500	–	–	﹤0.01%	551
2021 Q1	$30K	Hold	1,500	–	–	﹤0.01%	527
2020 Q4	$26K	Buy	+1,500	New	+$24.4K	﹤0.01%	535

Other funds holding CPZ

SFS

Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return

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

CEFA

Closed-End Fund Advisors Richmond, Virginia $102M AUM

TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Salem Investment Counselors's CPZ Position: Q2 2026 in Review

Salem Investment Counselors held its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) position steady in Q2 2026 at 1,150 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #825.

Salem Investment Counselors first reported a position in CPZ in Q4 2020 and has held it in 22 quarters since. The position peaked at $31K in Q1 2022. 19 funds tracked by Wall St. Rank hold CPZ as of Q2 2026.

Salem Investment Counselors held 1,150 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $15K as of Q2 2026.
Salem Investment Counselors left its Calamos Long/Short Equity & Dynamic Income Trust share count unchanged in Q2 2026.
Calamos Long/Short Equity & Dynamic Income Trust made up ﹤0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #825 holding.
Salem Investment Counselors first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q4 2020 and has held it in 22 quarters since.
Salem Investment Counselors's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $31K in Q1 2022.
19 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.