Wedbush Securities
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Wedbush Securities’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

Wedbush Securities’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
Q3 		$162K Buy
12,901
+765
+6% +$10K ﹤0.01% 1226
2026
Q2 		$159K Sell
12,136
-2,381
-16% -$31.7K ﹤0.01% 1241
2026
Q1 		$197K Buy
14,517
+229
+2% +$3.36K 0.01% 1143
2025
Q4 		$209K Buy
14,288
+1,377
+11% +$20.9K 0.01% 1095
2025
Q3 		$209K Buy
12,911
+193
+2% +$3.17K 0.01% 1049
2025
Q2 		$206K Sell
12,718
-799
-6% -$12.5K 0.01% 1043
2025
Q1 		$210K Sell
13,517
-6,412
-32% -$99.1K 0.01% 989
2024
Q4 		$296K Sell
19,929
-4,564
-19% -$70.8K 0.01% 826
2024
Q3 		$384K Sell
24,493
-542
-2% -$8.39K 0.01% 704
2024
Q2 		$382K Buy
25,035
+922
+4% +$14.2K 0.01% 739
2024
Q1 		$372K Sell
24,113
-4,682
-16% -$70.3K 0.01% 767
2023
Q4 		$416K Sell
28,795
-2,569
-8% -$36.8K 0.02% 624
2023
Q3 		$464K Sell
31,364
-625
-2% -$9.6K 0.02% 551
2023
Q2 		$495K Buy
31,989
+2,202
+7% +$33.5K 0.02% 547
2023
Q1 		$460K Sell
29,787
-2,948
-9% -$47.3K 0.02% 565
2022
Q4 		$497K Buy
32,735
+3,250
+11% +$50.5K 0.03% 520
2022
Q3 		$441K Buy
29,485
+3,869
+15% +$66K 0.02% 552
2022
Q2 		$423K Buy
25,616
+629
+3% +$11.3K 0.02% 594
2022
Q1 		$509K Buy
24,987
+3,911
+19% +$79K 0.02% 575
2021
Q4 		$411K Sell
21,076
-3,318
-14% -$66.6K 0.02% 719
2021
Q3 		$496K Buy
24,394
+10,108
+71% +$204K 0.02% 618
2021
Q2 		$297K Sell
14,286
-8,647
-38% -$179K 0.01% 869
2021
Q1 		$463K Buy
22,933
+4,901
+27% +$91.4K 0.03% 609
2020
Q4 		$314K Buy
18,032
+4,010
+29% +$65.1K 0.03% 629
2020
Q3 		$204K Sell
14,022
-6,798
-33% -$105K 0.02% 764
2020
Q2 		$322K Buy
20,820
+9,820
+89% +$149K 0.03% 580
2020
Q1 		$159K Hold
11,000
– – 0.02% 723
2019
Q4 		$216K Buy
+11,000
New +$219K 0.02% 834

Other funds holding CPZ

Sit Investment Associates
Sit Investment Associates Minneapolis, Minnesota $5.22B AUM 5.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Oppenheimer & Co
Oppenheimer & Co New York $9.5B AUM 27.65% 1-Year Est. Return
AW
Atlas Wealth Cincinnati, Ohio $722M AUM 7.22% 1-Year Est. Return
Closed-End Fund Advisors
Closed-End Fund Advisors Richmond, Virginia $96.2M AUM 6.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Wedbush Securities's CPZ Position: Q3 2026 in Review

Wedbush Securities increased its Calamos Long/Short Equity & Dynamic Income Trust (CPZ) stake by 6.3% in Q3 2026, buying an estimated $10K and bringing the position to 12,901 shares worth $162K. The position accounts for ﹤0.01% of the portfolio, ranked #1226.

Wedbush Securities first reported a position in CPZ in Q4 2019 and has held it in 28 quarters since. The position peaked at $509K in Q1 2022. 44 funds tracked by Wall St. Rank hold CPZ as of Q3 2026.

  • Wedbush Securities held 12,901 shares of Calamos Long/Short Equity & Dynamic Income Trust worth $162K as of Q3 2026.
  • Wedbush Securities bought 765 Calamos Long/Short Equity & Dynamic Income Trust shares in Q3 2026, an estimated $10K.
  • Calamos Long/Short Equity & Dynamic Income Trust made up ﹤0.01% of Wedbush Securities's portfolio in Q3 2026, its #1226 holding.
  • Wedbush Securities first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q4 2019 and has held it in 28 quarters since.
  • Wedbush Securities's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $509K in Q1 2022.
  • 44 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q3 2026.

Based on Wedbush Securities's 13F filing for Q3 2026, filed 22 Oct 2026.