Integrated Advisors Network LLC
Position in CPZ — Calamos Long/Short Equity & Dynamic Income Trust
CIK 1660177
DALLAS, TX
Position in CPZ
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$134,802
-$5,050 QoQ
Shares Held
10,306
0.0% QoQ
Ownership
0.052%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#50
of 62 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CPZ Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Integrated Advisors Network LLC holds $37,227,485 across 17 Asset Management names. CPZ ranks #15 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BX |
Blackstone Inc.
|
202,555 | $23,834,646 | |
| 2 | BLK |
BlackRock, Inc.
|
4,861 | $4,674,143 | |
| 3 | APO |
Apollo Global Management, Inc.
|
12,335 | $1,459,353 | |
| 4 | EQH |
Equitable Holdings, Inc.
|
31,648 | $1,388,714 | |
| 5 | KKR |
KKR & Co. Inc.
|
13,593 | $1,247,565 | |
| 6 | UTF |
Cohen & Steers Infrastructure Fund Inc
|
31,285 | $863,153 | |
| 7 | PHYS |
Sprott Physical Gold Trust
|
28,446 | $858,215 | |
| 8 | MYN |
Blackrock Muniyield New York Quality Fund, Inc.
|
65,329 | $663,089 |
All Filings in CPZ
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $134,802 | 10,306 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $139,852 | 10,306 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $168,948 | 11,556 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $186,744 | 11,556 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $187,553 | 11,556 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $174,365 | 11,206 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $168,409 | 11,356 | Shares | Sole | 2025-02-25 | |
| No filing history on record for this holder in this stock. | ||||||