CPRY

Calamos$27.75+0.00 (+0.00%)
AUM $50.3MER 0.69%NAV $27.94Holdings 5

Price Chart

Key Statistics

Previous Close

$27.75

Day Range

$27.75$27.75

52-Week Range

$24.81$27.85

Avg Volume

7.8K

Dividend Yield

Expense Ratio

0.69%

AUM

$50.3M

Shares Outstanding

1.8M

ETF Grades

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Sector Breakdown

SectorWeight %
Cash & Others100.00%

Country Allocation

CountryWeight %
Other100.00%

Fund Information

Issuer
Calamos
Inception Date
Jan 2, 2025
Exchange
NYSE_ARCA
Description
Calamos Structured Protection ETFs are designed to match the positive price return of the Russell 2000 up to a defined cap while protecting against 100% of losses over a one-year period (before fees and expenses).

Similar ETFs

SymbolNameAUM
BNDVanguard Total Bond Market ETF$389.80B
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BNDXVanguard Total International Bond ETF$118.10B
SGOViShares 0-3 Month Treasury Bond ETF$93.23B
BSVVanguard Short-Term Bond ETF$69.90B

The Calamos Russell 2000 Structured Alt Protection ETF – January (CPRY) is an exchange-traded fund issued by Calamos that launched on Jan 2, 2025. It currently manages $50.3M in assets under management. The fund charges an expense ratio of 0.69%. The fund holds 5 securities in its portfolio. It falls under the Cash & Others category.

Top 10 holdings represent 100.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1iShares Russell 2000 ETF (IWM) Long Call Option85.98%1,972$56.8M
2iShares Russell 2000 ETF (IWM) Short Call Option11.84%-1,972$-7822212
3iShares Russell 2000 ETF (IWM) Long Put Option1.66%1,972$1.1M
4US DOLLAR0.42%280,490$280K
5NET OTHER ASSETS0.09%-1,972$-61520

Detailed Returns

PeriodReturnETF
1D
+0.00%
1W
-0.10%
1M
+0.41%
3M
+2.66%
6M
+3.78%
YTD
+2.99%
1Y
+11.77%
3Y
+12.06%
5Y
+12.06%

Moving Averages

20-Day MA

$27.77

Below 20-Day MA
50-Day MA

$27.62

Above 50-Day MA
200-Day MA

$26.84

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$27.85

Current Price

$27.75

52-Week Low

$24.81

$24.81$27.85

Current Yield

Annual Dividend

$0.6252

Frequency

4x/year

Last Ex-Date

Dec 28, 2016

Dividend History

Ex-DateAmountPay Date
Dec 28, 2016$0.1563Jan 13, 2017
Sep 28, 2016$0.1563Oct 14, 2016
Jun 28, 2016$0.1563Jul 15, 2016
Mar 29, 2016$0.1563Apr 15, 2016
Dec 29, 2015$0.1563Jan 15, 2016
Sep 28, 2015$0.1563Oct 15, 2015

Dividend Payments Over Time

Category Comparison

MetricCPRYCash & Others(1005 ETFs)Small Cap(308 ETFs)
Fund Info
Expense Ratio0.69%0.60%0.52%
AUM$50.3M$2.65B$12.62B
Dividend Yield9.55%2.56%
Avg Volume7.8K1.9M1.6M
Holdings5333474
Performance
1-Month Return+0.44%+0.16%+2.44%
6-Month Return+4.21%-0.25%+11.90%
YTD Return+3.11%+2.08%+12.98%
1-Year Return+11.58%+3.80%+24.80%

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