| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 18,601 | $466,578.42 | $498,506.8 | $31,928.38 | 6.84% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 817 | $21,299.19 | $21,895.6 | $596.41 | 2.8% |
Craig Johnsen Fortitude Advisory Group LLC | 13,683 | $331,265.43 | $366,841.23 | $35,575.8 | 10.74% |
| RBL Robert B. LaRue Owen LaRue LLC | 19,060 | $496,812 | $510,998.6 | $14,186.6 | 2.86% |
| JSA Jim Saulnier & Associates LLC Jim Saulnier & Associates LLC | 60,133 | $1.5M | $1.61M | $112,917.63 | 7.53% |
| ARCA Exchange | US Country |
Calamos Structured Protection ETFs offer innovative investment strategies focused on capital preservation while providing exposure to the equity markets. Specifically engineered to track the performance of the Nasdaq-100 Index, these ETFs aim to deliver positive price returns up to a predetermined cap while ensuring complete protection against losses over a one-year timeframe, accounting for any associated fees and expenses. This dual approach seeks to balance the desire for growth with the necessity of risk management, making it an appealing choice for investors who seek both potential appreciation and downside protection.
This product is designed to align with the positive price movements of the Nasdaq-100 Index. Investors benefit from potential capital appreciation up to a pre-set cap, providing a structured pathway to growth. The product's design caters to those looking for equity market exposure while limiting risk during adverse market movements.
Investors can enjoy peace of mind knowing that these ETFs offer comprehensive protection against 100% of losses over a one-year period. This means, regardless of market volatility or downturns, the investor's principal is safeguarded, thereby enhancing the attractiveness of the investment for risk-averse individuals.
The return potential is capped, which means that while investors can gain from price increases in the Nasdaq-100, they will also have a clear understanding of their upside limit. This feature provides a structured investment experience, allowing for informed planning and expectations regarding potential returns.
Calamos also offers comprehensive investment management services to assist clients in navigating their financial journeys. Through expert advisory, they help investors align their investment choices with individual risk tolerances and financial goals, ensuring a tailored approach to wealth management.
Investors can expect a high level of transparency with clear, regular reporting on fund performance, market conditions, and relevant strategies. This commitment to openness enables investors to stay informed about their investments and make knowledgeable decisions with confidence.