SA
CPZ

Sovran Advisors’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Sovran Advisors’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 		$242K Buy
18,362
+1,785
+11% +$23.8K 0.02% 539
2026
Q1 		$226K Buy
16,577
+3,956
+31% +$58K 0.02% 524
2025
Q4 		$190K Buy
12,621
+512
+4% +$7.78K 0.02% 547
2025
Q3 		$182K Buy
+12,109
New +$199K 0.02% 517

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
Raymond James Financial
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
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

Sovran Advisors's CPZ Position: Q2 2026 in Review

Sovran Advisors increased its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 11% in Q2 2026, buying an estimated $23.8K and bringing the position to 18,362 shares worth $242K. The position accounts for 0.02% of the portfolio, ranked #539.

Sovran Advisors first reported a position in CPZ in Q3 2025 and has held it in 4 quarters since. 61 funds tracked by Wall St. Rank hold CPZ as of Q2 2026.

  • Sovran Advisors held 18,362 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $242K as of Q2 2026.
  • Sovran Advisors bought 1,785 Calamos Long/Short Equity & Dynamic Income Trust shares in Q2 2026, an estimated $23.8K.
  • Calamos Long/Short Equity & Dynamic Income Trust made up 0.02% of Sovran Advisors's portfolio in Q2 2026, its #539 holding.
  • Sovran Advisors first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q3 2025 and has held it in 4 quarters since.
  • 61 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2026.

Based on Sovran Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.