Wealth Enhancement Advisory Services
CPZ

Wealth Enhancement Advisory Services’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Wealth Enhancement Advisory Services’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 		$353K Buy
26,744
+13,263
+98% +$177K ﹤0.01% 3045
2026
Q1 		$184K Sell
13,481
-2,107
-14% -$30.9K ﹤0.01% 3165
2025
Q4 		$232K Sell
15,588
-3,593
-19% -$54.6K ﹤0.01% 3149
2025
Q3 		$306K Hold
19,181
– – ﹤0.01% 2776
2025
Q2 		$314K Sell
19,181
-1,486
-7% -$23.2K ﹤0.01% 2599
2025
Q1 		$322K Buy
20,667
+1,707
+9% +$26.4K ﹤0.01% 2394
2024
Q4 		$281K Sell
18,960
-11,129
-37% -$173K ﹤0.01% 2430
2024
Q3 		$472K Sell
30,089
-1,410
-4% -$21.8K ﹤0.01% 1863
2024
Q2 		$480K Sell
31,499
-95
-0.3% -$1.46K ﹤0.01% 1671
2024
Q1 		$487K Buy
31,594
+1,866
+6% +$28K ﹤0.01% 1602
2023
Q4 		$430K Sell
29,728
-16,753
-36% -$240K ﹤0.01% 1607
2023
Q3 		$687K Buy
+46,481
New +$712K ﹤0.01% 1262

Other funds holding CPZ

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
HWP
Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Wealth Enhancement Advisory Services's CPZ Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 98% in Q2 2026, buying an estimated $177K and bringing the position to 26,744 shares worth $353K. The position accounts for ﹤0.01% of the portfolio, ranked #3045.

Wealth Enhancement Advisory Services first reported a position in CPZ in Q3 2023 and has held it in 12 quarters since. The position peaked at $687K in Q3 2023. 7 funds tracked by Wall St. Rank hold CPZ as of Q2 2026.

  • Wealth Enhancement Advisory Services held 26,744 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $353K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 13,263 Calamos Long/Short Equity & Dynamic Income Trust shares in Q2 2026, an estimated $177K.
  • Calamos Long/Short Equity & Dynamic Income Trust made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #3045 holding.
  • Wealth Enhancement Advisory Services first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $687K in Q3 2023.
  • 7 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.