Spire Wealth Management CPZ — CALAMOS LNG SHR EQT DYNAMIC

Ownership history in Spire Wealth Management  ·  6 quarters on record

AI Ownership Summary

Spire Wealth Management reported CALAMOS LNG SHR EQT DYNAMIC (CPZ) in 6 quarterly 13F filings from 2025 Q1 through 2026 Q2. The latest visible filing shows CPZ at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this CPZ ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Spire Wealth Management's position in CALAMOS LNG SHR EQT DYNAMIC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

CPZ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

CPZ stock page Spire Wealth Management fund profile Spire Wealth Management full holdings
How Spire Wealth Management held CPZ — position size vs. price
% of Fund (quarterly)    CPZ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 600 +185 +44.6% 0.00% $8K 2026-07-15 $12.97
2026 Q1 ADDED — — — 415 +11 +2.7% 0.00% $6K 2026-04-22 $13.58
2025 Q4 ADDED — — — 404 +277 +218.1% 0.00% $6K 2026-01-14 $14.19
2025 Q3 ADDED — — — 127 +3 +2.4% 0.00% $2K 2025-10-23 $14.24
2025 Q2 ADDED — — — 124 +63 +103.3% 0.00% $2K 2025-08-04 $14.44
2025 Q1 INITIATED — — — 61 — — 0.00% $942 2025-04-23 $12.97

🏢 Other funds also holding CPZ

As of 2026 Q2 — sorted by position size

Shaker Financial Services, LLC 3Y 7Y 0.75% Brookstone Capital Management 3Y 7Y 0.01% WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 3Y 7Y 0.0% HIGHLINE WEALTH PARTNERS LLC 0.0% SALEM INVESTMENT COUNSELORS INC 3Y 7Y 0.0% Farther Finance Advisors, LLC 0.0%

FAQ About Spire Wealth Management and CPZ

These are the practical questions this page is built to answer before you even open the full history table.

How long has Spire Wealth Management reported owning CPZ?

Spire Wealth Management reported CPZ across 6 quarterly 13F filings, from 2025 Q1 through 2026 Q2.

What was the largest reported CPZ position in Spire Wealth Management's portfolio?

The largest reported portfolio weight for CPZ was 0.00% in 2026 Q2.

What is the latest reported CPZ position on this page?

The most recent filing on this page is 2026 Q2, when Spire Wealth Management reported 600 shares, equal to 0.00% of portfolio, with an estimated market value of $8K.

What does the chart on this CPZ ownership page compare?

The chart compares Spire Wealth Management's quarterly CPZ portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Spire Wealth Management time their CPZ position?

Based on 13F filing dates vs. subsequent CPZ price moves, Spire Wealth Management correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on CPZ relative to SPY over the holding period was -25.3%.

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