GWM Advisors LLC

SEC CIK: 0001633516
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

CPZ holding history

Calamos Long/Short Equity & Dynamic Income Trust in every 13F filed by GWM Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CPZ overview All 13F holders of CPZ Full Q2 2026 holdings

Shares (Q1 2024): 0; Sold out in Q1 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 3; Since Q2 2023

Holdings of CPZ by GWM Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2024	0	$0	0.0%	−13,119−100.0%	Sold out	Holders
Q4 2023	13,119	$194.0K	<0.1%	+1,137+9.5%	Added	Holders
Q3 2023	11,982	$177.2K	<0.1%	+989+9.0%	Added	Holders
Q2 2023	10,993	$170.1K	<0.1%	+10,993	New	Holders