Calamos S&P 500 Structured Alt Protection ETF – May (CPSM)
ARCA ARCA Primary Summary
CPSM Chart
How Structured Protection ETFs Utilize Outcome Periods
At this point, many advisors and investors have come to understand how Calamos Structured Protection ETFs blend equity upside with definitive downside security. However, to fully understand how these funds achieve their objectives of upside participation and downside protection, it helps to know how their outcome periods function.
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Many people find extreme market volatility frightening, but volatility makes stocks work long term. Volatility is the unsung hero of your financial health. Without volatility, stock returns would be negative. Buffer funds are an increasingly popular ETF strategy that some retirees believe promises "sure thing" stock investing.
Calamos' Matt Kaufman Talks Structured Protection Strategies
At the beginning of May, Calamos debuted its series of Structured Protection ETFs with the launch of the Calamos S&P 500® Structured Alt Protection ETF™ – May (CPSM). Matt Kaufman, Calamos SVP and Head of ETFs, recently sat down with the VettaFi team to discuss the strategy behind the structured protection lineup.
Calamos S&P 500 Structured Alt Protection ETF – May Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 16,652 | $464,091.24 | $488,902.72 | $24,811.48 | 5.35% |
 Matthew Liebman Amplius Wealth Advisors LLC | 73,632 | $1.89M | $2.16M | $266,282.76 | 14.08% |
| WCP Wick Capital Partners LLC Wick Capital Partners LLC | 8,912 | $254,203.26 | $261,611.76 | $7,408.5 | 2.91% |
 Candace Cavalier Congress Wealth Management LLC / DE / | 7,367 | $205,318.29 | $216,258.28 | $10,939.99 | 5.33% |
 Darren Tapley New England Capital Financial Advisors LLC | 181 | $5,044 | $5,312.35 | $268.35 | 5.32% |
Calamos S&P 500 Structured Alt Protection ETF – May (CPSM) FAQ
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Calamos S&P 500 Structured Alt Protection ETF – May Profile
| ARCA Exchange | US Country |
Overview
The provided company description outlines a financial investment fund that primarily focuses on investing in FLexible EXchange Options (FLEX Options) that are tied to the performance of the iShares® Russell 2000® ETF. This fund is characterized by its specific investment strategy which involves substantially investing all its assets in these FLEX Options, emphasizing its non-diversified nature. This strategic approach indicates the fund's aim to capitalize on the price performance of the referenced ETF, suggesting a potentially higher risk and reward investment avenue compared to more diversified options.
Products and Services
- FLexible EXchange Options (FLEX Options) Investment
- Non-Diversified Fund Strategy
This service involves the fund investing almost entirely in FLEX Options that track the performance of the iShares® Russell 2000® ETF. FLEX Options are customizable exchange-traded options that offer investors the ability to specify key contract terms like exercise prices, styles, and expiration dates, providing the fund with a flexible investment tool aimed at adjusting its strategy based on market conditions and investment goals.
The fund's non-diversified status refers to its investment strategy, which does not spread its investments across a wide array of assets. Instead, it concentrates its investments in FLEX Options associated with the iShares® Russell 2000® ETF. This approach allows the fund to potentially realize significant gains from specific market movements but also exposes it to higher risk, as its performance is closely tied to the underlying ETF.
