CBOA

Calamos$24.83 ()
AUM $5.0MER 0.69%NAV $24.83Holdings

Price Chart

Key Statistics

Previous Close

$24.82

Day Range

N/A

52-Week Range

$23.93$26.80

Avg Volume

316

Dividend Yield

Expense Ratio

0.69%

AUM

$5.0M

Shares Outstanding

199.8K

ETF Grades

?

Fund Information

Issuer
Calamos
Inception Date
Apr 7, 2025
Exchange
BATS
Description
CBOA actively manages options and collateral in a way designed to track the positive price return of spot bitcoin up to a cap, while providing protection against price decreases, over a one-year period. It uses the BRRNY, a benchmark index, to determine the cap. The fund employs two portfolio construction methods: one involving U.S. Treasuries, options, and cash equivalents, the other using options and cash equivalents. The fund does not invest directly in bitcoin. The fund offers perpetual investment opportunities, with new options chosen at each annual reset date in April, reflecting market conditions at that time. Returns will differ if investors buy or sell shares mid-Outcome Period. It also invests in a Cayman Islands subsidiary for bitcoin exposure within IRS guidelines. The Fund's strategies and outcomes are hypothetical and not guaranteed.

The Calamos Bitcoin Structured Alt (CBOA) is an exchange-traded fund issued by Calamos that launched on Apr 7, 2025. It currently manages $5.0M in assets under management. The fund charges an expense ratio of 0.69%.

Top 10 holdings represent 100.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1Box Spread Flex Options Position - SPY Long Call145.62%96$7.2M
2Cboe Mini Bitcoin US ETF Index Long Call Option22.84%297$1.1M
3US DOLLAR0.88%43,827$44K
4Box Spread Flex Options Position - SPY Long Put0.64%96$32K
5NET OTHER ASSETS-0.13%0$-6663
6Cboe Mini Bitcoin US ETF Index Short Call Option-17.70%-297$-879066
7Box Spread Flex Options Position - SPY Short Call-52.15%-96$-2589985

Detailed Returns

PeriodReturnETF
1D
1W
+0.14%
1M
+2.50%
3M
+3.07%
6M
+1.99%
YTD
-3.88%
1Y
-6.80%
3Y
-0.58%
5Y
-0.58%

Moving Averages

20-Day MA

$24.74

Above 20-Day MA
50-Day MA

$24.42

Above 50-Day MA
200-Day MA

$24.79

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$26.80

Current Price

$24.83

52-Week Low

$23.93

$23.93$26.80

Current Yield

Annual Dividend

$0.5765

Frequency

1x/year

Last Ex-Date

Dec 12, 2025

Dividend History

Ex-DateAmountPay Date
Dec 12, 2025$0.5765Dec 15, 2025

Dividend Payments Over Time

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