CBXO

Calamos$22.20-0.01 (-0.07%)
AUM $6.7MER 0.69%NAV $22.20Holdings

Price Chart

Key Statistics

Previous Close

$22.21

Day Range

$22.20$22.22

52-Week Range

$22.03$25.01

Avg Volume

594

Dividend Yield

Expense Ratio

0.69%

AUM

$6.7M

Shares Outstanding

299.8K

ETF Grades

?

Country Allocation

CountryWeight %
United States99.78%
Other0.22%

Fund Information

Issuer
Calamos
Inception Date
Oct 7, 2025
Exchange
BATS
Description
CBXO 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 a loss exceeding 10%, 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 US Treasuries, options, and cash equivalents and 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 October, reflecting market conditions at that time. Returns will differ if investors buy or sell shares mid-Outcome Period. The fund also invests up to 25% of its assets 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 90 Series Structured Alt Protection ETF- October (CBXO) is an exchange-traded fund issued by Calamos that launched on Oct 7, 2025. It currently manages $6.7M 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
1United States Treasury Bill99.78%6,659,200$6.6M
2US DOLLAR0.40%26,731$27K
3Cboe Mini Bitcoin US ETF Index Long Call Option0.00%260$173
4Cboe Mini Bitcoin US ETF Index Short Call Option-0.00%-260$0
5NET OTHER ASSETS-0.18%0$-12050

Detailed Returns

PeriodReturnETF
1D
-0.07%
1W
-0.02%
1M
+0.23%
3M
+0.80%
6M
+0.16%
YTD
-3.47%
1Y
-11.21%
3Y
-11.21%
5Y
-11.21%

Moving Averages

20-Day MA

$22.19

Above 20-Day MA
50-Day MA

$22.14

Above 50-Day MA
200-Day MA

$22.35

Below 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$25.01

Current Price

$22.20

52-Week Low

$22.03

$22.03$25.01

Current Yield

Annual Dividend

$0.1162

Frequency

1x/year

Last Ex-Date

Dec 12, 2025

Dividend History

Ex-DateAmountPay Date
Dec 12, 2025$0.1162Dec 15, 2025

Dividend Payments Over Time

Category Comparison

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