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
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 $1.66T AUM 25.57% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
CEFA
Closed-End Fund Advisors Richmond, Virginia $98.3M AUM

VestGen Advisors's CPZ Position: Q1 2026 in Review

VestGen Advisors reduced its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 7.3% in Q1 2026, selling an estimated $22.2K and leaving 19,195 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #902.

VestGen Advisors first reported a position in CPZ in Q3 2025 and has held it in 3 quarters since. The position peaked at $429K in Q3 2025. 58 funds tracked by Wall St. Rank hold CPZ as of Q1 2026.

  • VestGen Advisors held 19,195 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $258K as of Q1 2026.
  • VestGen Advisors sold 1,515 Calamos Long/Short Equity & Dynamic Income Trust shares in Q1 2026, an estimated $22.2K.
  • Calamos Long/Short Equity & Dynamic Income Trust made up 0.01% of VestGen Advisors's portfolio in Q1 2026, its #902 holding.
  • VestGen Advisors first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q3 2025 and has held it in 3 quarters since.
  • VestGen Advisors's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $429K in Q3 2025.
  • 58 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q1 2026.

Based on VestGen Advisors's 13F filing for Q1 2026, filed 14 May 2026.