The S&P 500 is up sharply in 2024, as are many other indexes. While this has been a treat for advisors and their clients, some investors might be spooked.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 14,365 | $388,774.35 | $401,645.4 | $12,871.05 | 3.31% |
Jeff Ameen Spire Wealth Management | 2,401 | $64,980.66 | $67,083.94 | $2,103.28 | 3.24% |
| PO Patrick O'Connell Security Financial Services Inc. | 10,132 | $274,212.44 | $283,088.08 | $8,875.64 | 3.24% |
| RWA Rooted Wealth Advisors Inc. Rooted Wealth Advisors Inc. | 12,486 | $334,599.83 | $349,233.42 | $14,633.59 | 4.37% |
Darren Tapley New England Capital Financial Advisors LLC | 408 | $11,042.41 | $11,411.76 | $369.35 | 3.34% |
| ARCA Exchange | US Country |
Calamos Structured Protected ETFs offer innovative investment solutions that aim to provide investors with the opportunity to experience growth while maintaining a safety net against potential market downturns. These Exchange-Traded Funds (ETFs) are specifically engineered to correlate with the positive price movements of the S&P 500 index, allowing investors to capture gains up to a specified cap. Simultaneously, these funds provide a layer of protection, safeguarding 100% of the principal investment from losses over a one-year horizon, prior to any fees and expenses incurred.
These funds are a unique investment vehicle designed to mirror the positive performance of the S&P 500 Index up to a predetermined cap, offering an attractive proposition for investors looking to benefit from market upswings without exposing their capital to downside risks.
One of the core features of the Calamos Structured ETFs is their commitment to providing complete protection against any losses over a one-year period. This means that investors can participate in potential market gains while having peace of mind knowing that their initial investment remains secure.
The structure of these ETFs includes a specified limit or cap on the returns associated with the S&P 500, ensuring that investors can enjoy a favorable return profile while managing their expectations regarding profit potential.
Calamos employs a strategic approach in managing these ETFs, incorporating various techniques designed to optimize performance and minimize risk. This allows for enhanced portfolio management tailored to changing market conditions.
As Exchange-Traded Funds, Calamos Structured Protected ETFs provide investors with an accessible means to participate in the equity market. These funds can be traded on major exchanges just like stocks, offering liquidity and ease of entry and exit for stakeholders.
Backed by a team of experienced investment professionals, Calamos utilizes its extensive market knowledge and analytical capabilities to deliver investment solutions that are aligned with the objectives of its clients, ensuring informed decision-making and strategic oversight.