WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

Position in CPZ — Calamos Long/Short Equity & Dynamic Income Trust

CIK 1632972 PLYMOUTH, MN

Position in CPZ

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$349,811

+$166,874 QoQ

Shares Held

26,744

+98.4% QoQ

Ownership

0.136%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#35

of 62 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $470,520,508 across 174 Asset Management names. CPZ ranks #118 (0.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	IVZ	Invesco Ltd.	1,969,959	$51,987,218
2	BLK	BlackRock, Inc.	50,374	$48,437,623
3	STT	State Street Corp	269,468	$45,701,772
4	BX	Blackstone Inc.	256,063	$30,130,933
5	TROW	Price T Rowe Group Inc	215,256	$24,472,454
6	PHYS	Sprott Physical Gold Trust	662,675	$19,992,904
7	AMP	Ameriprise Financial Inc	33,437	$15,339,558
8	BEN	Franklin Resources Inc	446,300	$14,848,401

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$349,811	26,744	+98.4%	Shares	Sole	2026-07-15
2026-03-31	$182,937	13,481	-13.5%	Shares	Sole	2026-04-08
2025-12-31	$227,896	15,588	-18.7%	Shares	Sole	2026-01-08
2025-09-30	$309,964	19,181	0.0%	Shares	Sole	2025-10-29
2025-06-30	$311,307	19,181	-7.2%	Shares	Sole	2025-07-10
2025-03-31	$321,578	20,667	+9.0%	Shares	Sole	2025-04-16
2024-12-31	$281,176	18,960	-37.0%	Shares	Sole	2025-03-17
2024-09-30	$472,036	30,089	-4.5%	Shares	Sole	2024-10-24
2024-06-30	$480,359	31,499	-0.3%	Shares	Sole	2024-07-16
2024-03-31	$487,495	31,594	+6.3%	Shares	Sole	2024-04-15
2023-12-31	$429,569	29,728	-36.0%	Shares	Sole	2024-01-30
2023-09-30	$687,453	46,481	—	Shares	Sole	2023-11-13
No filing history on record for this holder in this stock.