| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 11,556 | $308,660.76 | $322,701.3 | $14,040.54 | 4.55% |
Grantvest Financial Group LLC Grantvest Financial Group LLC | 12,212 | $326,237 | $340,836.92 | $14,599.92 | 4.48% |
| KD Keith Dwyer LeClair Wealth Partners LLC | 16,552 | $446,492 | $461,635.28 | $15,143.28 | 3.39% |
| ARCA Exchange | US Country |
Calamos Structured Protected ETFs offer a unique investment strategy that seeks to replicate the positive price return of the S&P 500 index while incorporating a level of downside protection. These exchange-traded funds are engineered to ensure investors can enjoy potential gains up to a specified cap, while simultaneously safeguarding against potential losses over a one-year period, effectively preserving the invested capital. This risk-managed approach makes Calamos ETFs an attractive option for investors looking to balance growth opportunities with income security, all before accounting for any associated fees and expenses.
These exchange-traded funds are meticulously designed to track the performance of the S&P 500 index up to a preset limit. They allow investors to benefit from market upside while guaranteeing complete capital protection against losses over a defined one-year window.
This feature ensures that investors are safeguarded from 100% of losses over the specified period. By mitigating risk, it provides peace of mind to investors who are cautious about market volatility, making it an essential component of the investment strategy.
The structured nature of the ETF includes a cap on potential returns, which provides clarity and predictability for investors regarding their earnings prospects. This cap encourages informed decision-making and aligns with investors’ risk-return profiles.
Calamos Structured Protected ETFs are accessible to a broad audience, enabling various types of investors, including individuals and institutions, to participate in a tactical and protective investment strategy without the complexities often associated with alternative products.
Beyond the built-in downside protection, the overall management of the ETFs employs sophisticated strategies to mitigate risks associated with market fluctuations. This aspect enhances the attractiveness of the funds for risk-averse investors seeking limited exposure to downturns.
Calamos aims to keep fees and expenses at a competitive level, enhancing the overall value proposition for investors. By lowering entry and ongoing costs, the ETFs can offer a more beneficial return on investment, maximizing net gains over time.