Integrity Wealth Advisors, Inc.
- SEC CIK
- 0001951908
- Latest filing
- May 14, 2026
CPZ holding history
Calamos Long/Short Equity & Dynamic Income Trust in every 13F filed by Integrity Wealth Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
CPZ overviewAll 13F holders of CPZFull Q1 2026 holdings
- Shares (Q1 2026)
- 57,058
- Value
- $774.3K
- % of portfolio
- 0.5%
- Quarters held
- 6
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q1 2026 | 57,058 | $774.3K | 0.5% | +10,399+22.3% | Added | Holders |
| Q4 2025 | 46,659 | $682.2K | 0.5% | −42,624−47.7% | Reduced | Holders |
| Q3 2025 | 89,283 | $1.45M | 0.5% | +49,288+123.2% | Added | Holders |
| Q2 2025 | 39,995 | $649.1K | 0.5% | −13,669−25.5% | Reduced | Holders |
| Q1 2025 | 53,664 | $835.0K | 0.6% | +2,783+5.5% | Added | Holders |
| Q4 2024 | 50,881 | $754.6K | 0.6% | – | No prior filing | Holders |