SWM
CPZ

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
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

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
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
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Spire Wealth Management's CPZ Position: Q2 2026 in Review

Spire Wealth Management increased its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 45% in Q2 2026, buying an estimated $2.47K and bringing the position to 600 shares worth $7.85K. The position accounts for ﹤0.01% of the portfolio, ranked #1714.

Spire Wealth Management first reported a position in CPZ in Q1 2025 and has held it in 6 quarters since. 7 funds tracked by Wall St. Rank hold CPZ as of Q2 2026.

  • Spire Wealth Management held 600 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $7.85K as of Q2 2026.
  • Spire Wealth Management bought 185 Calamos Long/Short Equity & Dynamic Income Trust shares in Q2 2026, an estimated $2.47K.
  • Calamos Long/Short Equity & Dynamic Income Trust made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1714 holding.
  • Spire Wealth Management first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q1 2025 and has held it in 6 quarters since.
  • 7 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.