Stifel Financial
CPZ

Stifel Financial’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Stifel Financial’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 		$1.01M Sell
77,441
-1,604
-2% -$21.4K ﹤0.01% 2552
2026
Q1 		$1.07M Buy
79,045
+465
+0.6% +$6.82K ﹤0.01% 2418
2025
Q4 		$1.15M Sell
78,580
-4,903
-6% -$74.5K ﹤0.01% 2345
2025
Q3 		$1.35M Buy
83,483
+2,721
+3% +$44.7K ﹤0.01% 2189
2025
Q2 		$1.31M Sell
80,762
-1,873
-2% -$29.2K ﹤0.01% 2143
2025
Q1 		$1.29M Sell
82,635
-65
-0.1% -$1K ﹤0.01% 2067
2024
Q4 		$1.23M Sell
82,700
-6,730
-8% -$104K ﹤0.01% 2122
2024
Q3 		$1.4M Buy
89,430
+172
+0.2% +$2.66K ﹤0.01% 2000
2024
Q2 		$1.36M Buy
89,258
+2,608
+3% +$40.1K ﹤0.01% 1975
2024
Q1 		$1.34M Buy
86,650
+14,346
+20% +$215K ﹤0.01% 2011
2023
Q4 		$1.04M Sell
72,304
-6,043
-8% -$86.6K ﹤0.01% 2116
2023
Q3 		$1.16M Buy
78,347
+1,929
+3% +$29.5K ﹤0.01% 1951
2023
Q2 		$1.18M Buy
76,418
+1,812
+2% +$27.6K ﹤0.01% 1977
2023
Q1 		$1.15M Buy
74,606
+3,637
+5% +$58.3K ﹤0.01% 1951
2022
Q4 		$1.08M Buy
70,969
+3,494
+5% +$54.3K ﹤0.01% 1946
2022
Q3 		$1.01M Buy
67,475
+19,977
+42% +$341K ﹤0.01% 1965
2022
Q2 		$784K Buy
47,498
+1,923
+4% +$34.6K ﹤0.01% 2174
2022
Q1 		$928K Sell
45,575
-2,609
-5% -$52.7K ﹤0.01% 2164
2021
Q4 		$939K Buy
48,184
+4,340
+10% +$87.1K ﹤0.01% 2175
2021
Q3 		$892K Buy
43,844
+2,648
+6% +$53.5K ﹤0.01% 2185
2021
Q2 		$856K Buy
41,196
+598
+1% +$12.3K ﹤0.01% 2217
2021
Q1 		$819K Buy
40,598
+14,056
+53% +$262K ﹤0.01% 2128
2020
Q4 		$463K Sell
26,542
-658
-2% -$10.7K ﹤0.01% 2373
2020
Q3 		$395K Buy
27,200
+1,400
+5% +$21.6K ﹤0.01% 2231
2020
Q2 		$399K Buy
25,800
+4,450
+21% +$67.5K ﹤0.01% 2183
2020
Q1 		$308K Buy
+21,350
New +$375K ﹤0.01% 2165

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

Stifel Financial's CPZ Position: Q2 2026 in Review

Stifel Financial reduced its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 2% in Q2 2026, selling an estimated $21.4K and leaving 77,441 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #2552.

Stifel Financial first reported a position in CPZ in Q1 2020 and has held it in 26 quarters since. The position peaked at $1.4M in Q3 2024. 61 funds tracked by Wall St. Rank hold CPZ as of Q2 2026.

  • Stifel Financial held 77,441 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $1.01M as of Q2 2026.
  • Stifel Financial sold 1,604 Calamos Long/Short Equity & Dynamic Income Trust shares in Q2 2026, an estimated $21.4K.
  • Calamos Long/Short Equity & Dynamic Income Trust made up ﹤0.01% of Stifel Financial's portfolio in Q2 2026, its #2552 holding.
  • Stifel Financial first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q1 2020 and has held it in 26 quarters since.
  • Stifel Financial's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $1.4M in Q3 2024.
  • 61 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2026.

Based on Stifel Financial's 13F filing for Q2 2026, filed 12 Aug 2026.