CPRY

Calamos$27.84+0.02 (+0.06%)
AUM $50.1MER 0.69%NAV $27.84Holdings 5

Price Chart

Key Statistics

Previous Close

$27.82

Day Range

$27.75$27.86

52-Week Range

$24.81$27.87

Avg Volume

7.4K

Dividend Yield

Expense Ratio

0.69%

AUM

$50.1M

Shares Outstanding

1.8M

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).

Similar ETFs

SymbolNameAUM
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BNDXVanguard Total International Bond ETF$118.10B
SGOViShares 0-3 Month Treasury Bond ETF$94.77B
BSVVanguard Short-Term Bond ETF$69.90B

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 $50.1M 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 Option86.03%1,808$51.6M
2iShares Russell 2000 ETF (IWM) Short Call Option11.63%-1,808$-6980688
3iShares Russell 2000 ETF (IWM) Long Put Option1.81%1,808$1.1M
4US DOLLAR0.42%254,354$254K
5NET OTHER ASSETS0.11%-1,808$-68151

Detailed Returns

PeriodReturnETF
1D
+0.06%
1W
+0.27%
1M
+0.63%
3M
+2.83%
6M
+3.85%
YTD
+3.16%
1Y
+12.11%
3Y
+12.24%
5Y
+12.24%

Moving Averages

20-Day MA

$27.78

Above 20-Day MA
50-Day MA

$27.64

Above 50-Day MA
200-Day MA

$26.85

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$27.87

Current Price

$27.84

52-Week Low

$24.81

$24.81$27.87

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(1004 ETFs)Small Cap(308 ETFs)
Fund Info
Expense Ratio0.69%0.59%0.52%
AUM$50.1M$2.70B$12.61B
Dividend Yield9.48%2.56%
Avg Volume7.4K2.0M1.6M
Holdings5334474
Performance
1-Month Return+0.57%+0.06%+3.21%
6-Month Return+4.15%-0.30%+11.36%
YTD Return+3.28%+2.40%+13.74%
1-Year Return+11.84%+3.99%+25.96%

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