WAS
CPZ

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

Winch 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
2025
Q1 		– Sell
-52
Closed -$776 – 505
2024
Q4 		$776 Buy
52
+1
+2% +$16 ﹤0.01% 486
2024
Q3 		$799 Buy
+51
New +$789 ﹤0.01% 408

Other funds holding CPZ

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
OC
Oppenheimer & Co New York $8.21B AUM 28.81% 1-Year Est. Return

Winch Advisory Services's CPZ Position: Q1 2025 in Review

Winch Advisory Services sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q1 2025, closing a stake of 52 shares — an estimated $776 sold.

Winch Advisory Services first reported a position in CPZ in Q3 2024 and held it in 2 quarters. The position peaked at $799 in Q3 2024. 51 funds tracked by Wall St. Rank hold CPZ as of Q1 2025.

  • Winch Advisory Services reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q1 2025 after selling out during the quarter.
  • Winch Advisory Services sold 52 Calamos Long/Short Equity & Dynamic Income Trust shares in Q1 2025, an estimated $776.
  • Winch Advisory Services first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q3 2024 and held it in 2 quarters.
  • Winch Advisory Services's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $799 in Q3 2024.
  • 51 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q1 2025.

Based on Winch Advisory Services's 13F filing for Q1 2025, filed 6 May 2025.