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

Spire Wealth 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 Q3	$9.7K	Buy	773 +173	+29%	+$2.27K	﹤0.01%	1620
2026 Q2	$7.85K	Buy	600 +185	+45%	+$2.47K	﹤0.01%	1714
2026 Q1	$5.64K	Buy	415 +11	+3%	+$161	﹤0.01%	1807
2025 Q4	$5.9K	Buy	404 +277	+218%	+$4.21K	﹤0.01%	1879
2025 Q3	$2.05K	Buy	127 +3	+2%	+$49	﹤0.01%	2160
2025 Q2	$2.01K	Buy	124 +63	+103%	+$982	﹤0.01%	2169
2025 Q1	$942	Buy	+61	New	+$942	﹤0.01%	2399

Other funds holding CPZ

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return

Atlas Wealth Cincinnati, Ohio $722M AUM 7.22% 1-Year Est. Return

Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

TrueMark Investments Chicago, Illinois $856M AUM 21.72% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Calamos Wealth Management Naperville, Illinois $3.51B AUM 25.95% 1-Year Est. Return

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $840M AUM 13.7% 1-Year Est. Return

Spire Wealth Management's CPZ Position: Q3 2026 in Review

Spire Wealth Management increased its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 29% in Q3 2026, buying an estimated $2.27K and bringing the position to 773 shares worth $9.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1620.

Spire Wealth Management first reported a position in CPZ in Q1 2025 and has held it in 7 quarters since. 26 funds tracked by Wall St. Rank hold CPZ as of Q3 2026.

Spire Wealth Management held 773 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $9.7K as of Q3 2026.
Spire Wealth Management bought 173 Calamos Long/Short Equity & Dynamic Income Trust shares in Q3 2026, an estimated $2.27K.
Calamos Long/Short Equity & Dynamic Income Trust made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #1620 holding.
Spire Wealth Management first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q1 2025 and has held it in 7 quarters since.
26 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.