CPSO

Calamos$27.94 ()
AUM $26.5MER 0.69%NAV $27.94Holdings 5

Price Chart

Key Statistics

Previous Close

$27.95

Day Range

N/A

52-Week Range

$26.36$27.96

Avg Volume

1.3K

Dividend Yield

Expense Ratio

0.69%

AUM

$26.5M

Shares Outstanding

621.3K

ETF Grades

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Sector Breakdown

SectorWeight %
Cash & Others100.00%

Country Allocation

CountryWeight %
Other100.00%

Fund Information

Issuer
Calamos
Types
S&P 500
Inception Date
Oct 1, 2024
Exchange
NYSE_ARCA
Description
Calamos Structured Protected ETFs are designed to match the positive price return of the S&P 500 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$398.10B
AGGiShares Core U.S. Aggregate Bond ETF$137.43B
GLDSPDR Gold Shares$131.22B
BNDXVanguard Total International Bond ETF$123.30B
SGOViShares 0-3 Month Treasury Bond ETF$99.29B

The Calamos S&P 500 Structured Alt Protection ETF – October (CPSO) is an exchange-traded fund issued by Calamos that launched on Oct 1, 2024. It currently manages $26.5M 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
1SPDR S&P 500 ETF Trust (SPY) Long Call Option105.43%382$28.0M
2SPDR S&P 500 ETF Trust (SPY) Long Put Option0.74%382$197K
3US DOLLAR0.21%56,424$56K
4NET OTHER ASSETS-0.04%0$-11547
5SPDR S&P 500 ETF Trust (SPY) Short Call Option-6.35%-382$-1684493

Detailed Returns

PeriodReturnETF
1D
1W
-0.02%
1M
+0.41%
3M
+1.45%
6M
+2.50%
YTD
+3.12%
1Y
+5.54%
3Y
+10.42%
5Y
+5582940.00%

Moving Averages

20-Day MA

$27.90

Above 20-Day MA
50-Day MA

$27.81

Above 50-Day MA
200-Day MA

$27.28

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$27.96

Current Price

$27.94

52-Week Low

$26.36

$26.36$27.96

Current Yield

Annual Dividend

Frequency

Last Ex-Date

Dividends

No dividend data available for this ETF.

Category Comparison

MetricCPSOCash & Others(1050 ETFs)S&P 500(474 ETFs)
Fund Info
Expense Ratio0.69%0.62%0.71%
AUM$26.5M$2.79B$10.37B
Dividend Yield9.30%3.95%
Avg Volume1.3K1.2M841.6K
Holdings5340107
Performance
1-Month Return+0.52%+8.89%+0.61%
6-Month Return+3.15%+4.85%+5.96%
YTD Return+3.14%+5.19%+5.17%
1-Year Return+3.98%+2.78%+6.46%

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