B. Riley Wealth Advisors, Inc.
Position in CPZ — Calamos Long/Short Equity & Dynamic Income Trust
CIK 1464811
MEMPHIS, TN
Position in CPZ
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$193,874
-$283,161 QoQ
Shares Held
14,287
-56.2% QoQ
Ownership
0.073%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2020
6 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CPZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026B. Riley Wealth Advisors, Inc. holds $51,293,701 across 79 Asset Management names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STEW |
SRH Total Return Fund, Inc.
|
405,048 | $7,250,359 | |
| 2 | BX |
Blackstone Inc.
|
55,522 | $6,533,273 | |
| 3 | BPRE |
Bluerock Private Real Estate Fund
|
454,953 | $5,918,938 | |
| 4 | AB |
Alliancebernstein Holding L.P.
|
75,577 | $2,661,821 | |
| 5 | GLAD |
Gladstone Capital Corp
|
135,581 | $2,632,983 | |
| 6 | RA |
Brookfield Real Assets Income Fund Inc.
|
133,545 | $1,720,059 | |
| 7 | CSWC |
Capital Southwest Corp
|
69,775 | $1,658,551 | |
| 8 | MAIN |
Main Street Capital CORP
|
26,913 | $1,396,246 |
All Filings in CPZ
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $193,874 | 14,287 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $477,035 | 32,629 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $511,690 | 31,664 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $319,974 | 19,715 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $188,960 | 12,144 | Shares | Sole | 2026-08-28 | |
| 2020-09-30 | $254,362 | 17,500 | Shares | Other | 2020-11-09 | |
| No filing history on record for this holder in this stock. | ||||||