XT
CPZ

XTX Topco’s Calamos Long/Short Equity & Dynamic Income Trust CPZ Stock Holding History

XTX Topco’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 		– Sell
-14,653
Closed -$214K – 3907
2025
Q4 		$214K Buy
+14,653
New +$223K 0.01% 2351
2025
Q3 		– Sell
-12,384
Closed -$201K – 2676
2025
Q2 		$201K Buy
+12,384
New +$193K 0.01% 1700

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

XTX Topco's CPZ Position: Q1 2026 in Review

XTX Topco sold out of Calamos Long/Short Equity & Dynamic Income Trust (CPZ) in Q1 2026, closing a stake of 14,653 shares — an estimated $214K sold.

XTX Topco first reported a position in CPZ in Q2 2025 and held it in 2 quarters. The position peaked at $214K in Q4 2025. 58 funds tracked by Wall St. Rank hold CPZ as of Q1 2026.

  • XTX Topco reported no remaining Calamos Long/Short Equity & Dynamic Income Trust position as of Q1 2026 after selling out during the quarter.
  • XTX Topco sold 14,653 Calamos Long/Short Equity & Dynamic Income Trust shares in Q1 2026, an estimated $214K.
  • XTX Topco first reported a position in Calamos Long/Short Equity & Dynamic Income Trust in Q2 2025 and held it in 2 quarters.
  • XTX Topco's Calamos Long/Short Equity & Dynamic Income Trust position peaked at $214K in Q4 2025.
  • 58 funds tracked by Wall St. Rank held Calamos Long/Short Equity & Dynamic Income Trust as of Q1 2026.

Based on XTX Topco's 13F filing for Q1 2026, filed 15 May 2026.