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 Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$13.1K Hold
1,000
– – ﹤0.01% 3604
2026
Q1 		$13.6K Sell
1,000
-1,250
-56% -$18.3K ﹤0.01% 3418
2025
Q4 		$32.9K Sell
2,250
-1,400
-38% -$21.3K ﹤0.01% 2899
2025
Q3 		$59K Hold
3,650
– – ﹤0.01% 2519
2025
Q2 		$59.2K Buy
3,650
+1,250
+52% +$19.5K ﹤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 +$37.2K ﹤0.01% 2374

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
AW
Atlas Wealth Cincinnati, Ohio $701M AUM 15.28% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $102M AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
TI
TrueMark Investments Chicago, Illinois $798M AUM 25.52% 1-Year Est. Return

Steward Partners Investment Advisory's CPZ Position: Q2 2026 in Review

Steward Partners Investment Advisory held its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) position steady in Q2 2026 at 1,000 shares worth $13.1K. The position accounts for ﹤0.01% of the portfolio, ranked #3604.

Steward Partners Investment Advisory first reported a position in CPZ in Q3 2024 and has held it in 8 quarters since. The position peaked at $59.2K in Q2 2025. 45 funds tracked by Wall St. Rank hold CPZ as of Q2 2026.

  • Steward Partners Investment Advisory held 1,000 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $13.1K as of Q2 2026.
  • Steward Partners Investment Advisory left its Calamos Long/Short Equity & Dynamic Income Trust share count unchanged in Q2 2026.
  • Calamos Long/Short Equity & Dynamic Income Trust made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3604 holding.
  • Steward Partners Investment Advisory first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q3 2024 and has held it in 8 quarters since.
  • Steward Partners Investment Advisory's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $59.2K in Q2 2025.
  • 45 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.