CPRY

Calamos$27.58-0.03 (-0.12%)
AUM $49.8MER 0.69%NAV $27.67Holdings 5

Price Chart

Key Statistics

Previous Close

$27.61

Day Range

$27.57$27.58

52-Week Range

$24.51$27.61

Avg Volume

3.2K

Dividend Yield

Expense Ratio

0.69%

AUM

$49.8M

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$387.40B
AGGiShares Core U.S. Aggregate Bond ETF$136.09B
BNDXVanguard Total International Bond ETF$116.90B
SGOViShares 0-3 Month Treasury Bond ETF$84.70B
BSVVanguard Short-Term Bond ETF$69.80B

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 $49.8M 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 Option86.74%1,972$53.5M
2iShares Russell 2000 ETF (IWM) Short Call Option9.59%-1,972$-5914728
3iShares Russell 2000 ETF (IWM) Long Put Option3.17%1,972$2.0M
4US DOLLAR0.45%278,745$279K
5NET OTHER ASSETS0.04%-1,972$-21822

Detailed Returns

PeriodReturnETF
1D
-0.12%
1W
-0.08%
1M
+2.11%
3M
+1.16%
6M
+5.11%
YTD
+2.09%
1Y
+12.52%
3Y
+11.08%
5Y
+11.08%

Moving Averages

20-Day MA

$27.37

Above 20-Day MA
50-Day MA

$27.27

Above 50-Day MA
200-Day MA

$26.43

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$27.61

Current Price

$27.58

52-Week Low

$24.51

$24.51$27.61

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(1004 ETFs)Small Cap(308 ETFs)
Fund Info
Expense Ratio0.69%0.62%0.57%
AUM$49.8M$2.70B$11.65B
Dividend Yield9.44%2.56%
Avg Volume3.2K1.2M1.0M
Holdings5379496
Performance
1-Month Return+1.86%+1.49%+6.95%
6-Month Return+5.51%-2.27%+10.56%
YTD Return+2.33%+0.42%+9.20%
1-Year Return+12.85%+5.38%+33.76%

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