TI
CPZ

TrueMark Investments’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

TrueMark Investments’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 		$1.19M Buy
90,879
+6,003
+7% +$80K 0.15% 103
2026
Q1 		$1.15M Buy
84,876
+4,320
+5% +$63.4K 0.22% 83
2025
Q4 		$1.18M Buy
80,556
+1,980
+3% +$30.1K 0.23% 92
2025
Q3 		$1.27M Buy
+78,576
New +$1.29M 0.22% 109

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

TrueMark Investments's CPZ Position: Q2 2026 in Review

TrueMark Investments increased its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 7.1% in Q2 2026, buying an estimated $80K and bringing the position to 90,879 shares worth $1.19M. The position accounts for 0.15% of the portfolio, ranked #103.

TrueMark Investments first reported a position in CPZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.27M in Q3 2025. 61 funds tracked by Wall St. Rank hold CPZ as of Q2 2026.

  • TrueMark Investments held 90,879 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $1.19M as of Q2 2026.
  • TrueMark Investments bought 6,003 Calamos Long/Short Equity & Dynamic Income Trust shares in Q2 2026, an estimated $80K.
  • Calamos Long/Short Equity & Dynamic Income Trust made up 0.15% of TrueMark Investments's portfolio in Q2 2026, its #103 holding.
  • TrueMark Investments first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q3 2025 and has held it in 4 quarters since.
  • TrueMark Investments's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $1.27M in Q3 2025.
  • 61 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2026.

Based on TrueMark Investments's 13F filing for Q2 2026, filed 22 Jul 2026.