On February 3, Calamos Investments started the month with the launch of its latest Structured Protection ETF, the Calamos S&P 500 Structured Alt Protection ETF – February (CPSF), an actively managed fund that seeks to provide upside returns correlated to the S&P 500.
Calamos Announces Upside Cap Range for Upcoming Structured Protection ETF Providing Exposure to S&P 500 with 100% Downside Protection Over One Year The Calamos S&P 500® Structured Alt Protection ETF® – February (CPSF) is slated to launch February 3, 2025, with an estimated upside cap range of 7.36%-7.75% over a one-year outcome period.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 165 | $4,057.35 | $4,341.97 | $284.62 | 7.01% |
Christian Keedy Guardian Wealth Advisors LLC / Nc | 2,072 | $53,022.48 | $54,535.04 | $1,512.56 | 2.85% |
Darren Tapley New England Capital Financial Advisors LLC | 1,084 | $27,045.67 | $28,530.88 | $1,485.21 | 5.49% |
| JSA Jim Saulnier & Associates LLC Jim Saulnier & Associates LLC | 17,469 | $416,635.72 | $458,997.97 | $42,362.25 | 10.17% |
Grantvest Financial Group LLC Grantvest Financial Group LLC | 37,272 | $953,671 | $980,067.24 | $26,396.24 | 2.77% |
| ARCA Exchange | US Country |
Calamos Structured Protected ETFs are innovative financial products tailored for investors seeking exposure to the equity markets while minimizing downside risk. These exchange-traded funds strive to replicate the positive price performance of the S&P 500 Index up to a specified cap, thereby offering the potential for growth. Simultaneously, they deliver a safeguard against losses, ensuring that investors are protected from 100% of losses over a one-year timeframe (before deducting fees and expenses). This unique structure makes them an appealing choice for those looking to balance risk and return effectively.
Calamos Structured ETFs provide exposure to the S&P 500 Index, allowing investors to participate in the potential upside while maintaining a safety net against downturns. The structured nature of these ETFs ensures that, even if the market drops, investors will not incur any losses over a one-year period.
The cornerstone of the Calamos Structured Protected ETFs is the loss protection feature, which guarantees 100% protection against losses over a specified time frame. This feature is designed to provide peace of mind to investors, enabling them to invest with confidence in fluctuating market conditions.
These ETFs are structured to provide positive returns equivalent to the performance of the S&P 500 Index up to a defined cap. This means that while investors can benefit from increases in index value, their gains will be limited once the cap is reached, creating a balanced risk and reward profile.
Calamos employs a sophisticated investment strategy that combines market exposure and risk management techniques to optimize returns while safeguarding against significant losses. This approach is tailored for investors who seek both growth and security in their investment portfolio.
While the Calamos Structured Protected ETFs offer compelling features, it is essential for investors to consider the associated fees and expenses. These can affect overall returns, and potential investors should review the fee structure to ensure that it aligns with their investment objectives and strategies.