CPRY

Calamos$28.22 ()
AUM $35.3MER 0.69%NAV $28.28Holdings 5

Price Chart

Key Statistics

Previous Close

$28.23

Day Range

N/A

52-Week Range

$25.67$28.26

Avg Volume

981

Dividend Yield

Expense Ratio

0.69%

AUM

$35.3M

Shares Outstanding

1.3M

ETF Grades

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Sector Breakdown

SectorWeight %
Cash & Others100.00%

Country Allocation

CountryWeight %
Other100.00%

Fund Information

Issuer
Calamos
Inception Date
Jan 2, 2025
Exchange
NYSE_ARCA
Description
Calamos Structured Protection ETFs are designed to match the positive price return of the Russell 2000 up to a defined cap while protecting against 100% of losses over a one-year period (before fees and expenses).

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AGGiShares Core U.S. Aggregate Bond ETF$137.99B
BNDXVanguard Total International Bond ETF$122.60B
SGOViShares 0-3 Month Treasury Bond ETF$104.22B

The Calamos Russell 2000 Structured Alt Protection ETF – January (CPRY) is an exchange-traded fund issued by Calamos that launched on Jan 2, 2025. It currently manages $35.3M in assets under management. The fund charges an expense ratio of 0.69%. The fund holds 5 securities in its portfolio. It falls under the Cash & Others category.

Top 10 holdings represent 100.0% of the fund

RankSymbolNameWeight %SharesMarket Value
1iShares Russell 2000 ETF (IWM) Long Call Option115.44%1,369$40.8M
2iShares Russell 2000 ETF (IWM) Long Put Option0.82%1,369$290K
3US DOLLAR0.42%148,989$149K
4NET OTHER ASSETS-0.10%0$-34541
5iShares Russell 2000 ETF (IWM) Short Call Option-16.58%-1,369$-5867304

Detailed Returns

PeriodReturnETF
1D
1W
+0.16%
1M
+0.87%
3M
+1.63%
6M
+3.68%
YTD
+4.61%
1Y
+10.10%
3Y
+13.83%
5Y
+13.83%

Moving Averages

20-Day MA

$28.18

Above 20-Day MA
50-Day MA

$28.06

Above 50-Day MA
200-Day MA

$27.38

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$28.26

Current Price

$28.22

52-Week Low

$25.67

$25.67$28.26

Current Yield

Annual Dividend

$0.6252

Frequency

4x/year

Last Ex-Date

Dec 28, 2016

Dividend History

Ex-DateAmountPay Date
Dec 28, 2016$0.1563Jan 13, 2017
Sep 28, 2016$0.1563Oct 14, 2016
Jun 28, 2016$0.1563Jul 15, 2016
Mar 29, 2016$0.1563Apr 15, 2016
Dec 29, 2015$0.1563Jan 15, 2016
Sep 28, 2015$0.1563Oct 15, 2015

Dividend Payments Over Time

Category Comparison

MetricCPRYCash & Others(1019 ETFs)Small Cap(308 ETFs)
Fund Info
Expense Ratio0.69%0.62%0.52%
AUM$35.3M$2.98B$13.16B
Dividend Yield9.29%2.56%
Avg Volume981843.5K474.5K
Holdings5399500
Performance
1-Month Return+0.62%+1.52%+3.05%
6-Month Return+3.32%+4.85%+12.34%
YTD Return+4.73%+5.87%+18.11%
1-Year Return+5.95%+3.99%+17.48%

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