VA
CPZ

VestGen Advisors’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

VestGen Advisors’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 		$215K Sell
16,450
-2,745
-14% -$36.6K 0.01% 1010
2026
Q1 		$258K Sell
19,195
-1,515
-7% -$22.2K 0.01% 902
2025
Q4 		$303K Sell
20,710
-5,850
-22% -$88.9K 0.01% 600
2025
Q3 		$429K Buy
+26,560
New +$437K 0.01% 510

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

VestGen Advisors's CPZ Position: Q2 2026 in Review

VestGen Advisors reduced its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 14% in Q2 2026, selling an estimated $36.6K and leaving 16,450 shares worth $215K. The position accounts for 0.01% of the portfolio, ranked #1010.

VestGen Advisors first reported a position in CPZ in Q3 2025 and has held it in 4 quarters since. The position peaked at $429K in Q3 2025. 61 funds tracked by Wall St. Rank hold CPZ as of Q2 2026.

  • VestGen Advisors held 16,450 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $215K as of Q2 2026.
  • VestGen Advisors sold 2,745 Calamos Long/Short Equity & Dynamic Income Trust shares in Q2 2026, an estimated $36.6K.
  • Calamos Long/Short Equity & Dynamic Income Trust made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #1010 holding.
  • VestGen Advisors first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q3 2025 and has held it in 4 quarters since.
  • VestGen Advisors's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $429K in Q3 2025.
  • 61 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.