SFS
CPZ

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

Shaker Financial Services’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 		$2.41M Buy
184,023
+60,065
+48% +$801K 0.75% 47
2026
Q1 		$1.68M Sell
123,958
-1,792
-1% -$26.3K 0.59% 65
2025
Q4 		$1.85M Buy
+125,750
New +$1.91M 0.59% 68
2025
Q3 		– Sell
-12,739
Closed -$207K – 154
2025
Q2 		$207K Buy
+12,739
New +$199K 0.08% 134
2025
Q1 		– Sell
-49,239
Closed -$736K – 157
2024
Q4 		$736K Buy
49,239
+28,051
+132% +$435K 0.28% 104
2024
Q3 		$332K Buy
21,188
+5,916
+39% +$91.6K 0.13% 135
2024
Q2 		$233K Sell
15,272
-9,815
-39% -$151K 0.09% 142
2024
Q1 		$387K Sell
25,087
-94,346
-79% -$1.42M 0.15% 120
2023
Q4 		$1.74M Buy
119,433
+4,524
+4% +$64.9K 0.72% 54
2023
Q3 		$1.7M Sell
114,909
-95,148
-45% -$1.46M 0.79% 47
2023
Q2 		$3.25M Buy
210,057
+18,074
+9% +$275K 1.42% 16
2023
Q1 		$2.97M Sell
191,983
-66,161
-26% -$1.06M 1.3% 21
2022
Q4 		$3.96M Buy
258,144
+90,482
+54% +$1.41M 1.85% 11
2022
Q3 		$2.51M Sell
167,662
-42,372
-20% -$723K 1.24% 24
2022
Q2 		$3.47M Buy
210,034
+123,228
+142% +$2.22M 1.69% 18
2022
Q1 		$1.77M Buy
86,806
+31,433
+57% +$635K 0.67% 54
2021
Q4 		$1.08M Buy
55,373
+43,749
+376% +$878K 0.38% 81
2021
Q3 		$237K Sell
11,624
-12,567
-52% -$254K 0.09% 129
2021
Q2 		$503K Sell
24,191
-47,791
-66% -$987K 0.19% 120
2021
Q1 		$1.45M Sell
71,982
-129,836
-64% -$2.42M 0.58% 63
2020
Q4 		$3.52M Sell
201,818
-106,600
-35% -$1.73M 1.47% 13
2020
Q3 		$4.48M Buy
308,418
+166,689
+118% +$2.57M 2.4% 5
2020
Q2 		$2.19M Sell
141,729
-13,382
-9% -$203K 1.21% 29
2020
Q1 		$2.24M Buy
155,111
+98,286
+173% +$1.73M 1.51% 16
2019
Q4 		$1.11M Buy
+56,825
New +$1.13M 0.51% 53

Other funds holding CPZ

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Shaker Financial Services's CPZ Position: Q2 2026 in Review

Shaker Financial Services increased its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 48% in Q2 2026, buying an estimated $801K and bringing the position to 184,023 shares worth $2.41M. The position accounts for 0.75% of the portfolio, ranked #47.

Shaker Financial Services first reported a position in CPZ in Q4 2019 and has held it in 25 quarters since. The position peaked at $4.48M in Q3 2020. 7 funds tracked by Wall St. Rank hold CPZ as of Q2 2026.

  • Shaker Financial Services held 184,023 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $2.41M as of Q2 2026.
  • Shaker Financial Services bought 60,065 Calamos Long/Short Equity & Dynamic Income Trust shares in Q2 2026, an estimated $801K.
  • Calamos Long/Short Equity & Dynamic Income Trust made up 0.75% of Shaker Financial Services's portfolio in Q2 2026, its #47 holding.
  • Shaker Financial Services first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q4 2019 and has held it in 25 quarters since.
  • Shaker Financial Services's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $4.48M in Q3 2020.
  • 7 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2026.

Based on Shaker Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.