SPIA
CPZ

Steward Partners Investment Advisory’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Steward Partners Investment Advisory’s Portfolio CPZ Stock Details CPZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$59.2K Buy
3,650
+1,250
+52% +$20.3K ﹤0.01% 2395
2025
Q1 		$37.3K Hold
2,400
– – ﹤0.01% 2520
2024
Q4 		$35.6K Hold
2,400
– – ﹤0.01% 2518
2024
Q3 		$37.7K Buy
+2,400
New +$37.7K ﹤0.01% 2374