Calamos Nasdaq-100 Structured Alt Protection ETF - June

CPNJ

Valor de mercado US$ 44,3 mi

On June 2, Calamos Investments began the month on a high note with the release of two new Structured Protection ETFs: the Calamos S&P 500® Structured Alt Protection ETF® – June (CPSU) and the Calamos Nasdaq-100® Structured Alt Protection ETF® – June (CPNJ).

The Calamos S&P 500® Structured Alt Protection ETF® – June (CPSU) has announced an upside cap rate of 7.33% over its one-year outcome period following its launch on June 2, 2025. The Calamos Nasdaq-100® Structured Alt Protection ETF® — June (CPNJ) completed its first annual outcome period on May 30, 2025, and will reset on June 2, 2025, with a new cap rate of 7.65% over a one-year outcome period.

The Calamos S&P 500® Structured Alt Protection ETF™ – September (CPST) has an estimated upside cap range of 7.39% - 8.57% over the one-year outcome period following its launch on September 3, 2024. The Calamos Nasdaq-100® Structured Alt Protection ETF™ – September (CPNS) has an estimated upside cap range of 7.82% - 9.18% over the one-year outcome period following its launch on September 3, 2024.

Recently, Calamos Investments announced an expansion to its lineup of Structured Protection ETFs. Instead of releasing Structured Protection funds that access the S&P 500 on a quarterly basis, these funds will now be released monthly.

Investors may want to consider investing in a Calamos Structured Protection ETF, even if they missed the day-1 cap and NAV. The Calamos Structured Protection ETFs offer attractive upside-capped exposure to various indices, including the S&P 500, Nasdaq-100, and Russell 2000 (July 1), along with 100% capital protection over the one-year outcome period.

When constructing a well-balanced portfolio, downside mitigation remains an integral factor to consider. The series of Calamos Structured Protection ETFs™ can provide investors robust loss protection while generating potential upside.

When choosing new strategies for a portfolio, investors should consider tax alpha. Tax alpha refers to outperformance resulting from tax-efficient strategies.

By Ryan Fitzgerald Week of June 3, 2024 KPI Summary This week, the industry experienced 15 ETF launches and 2 closures, shifting the 1-year Open-to-Close ratio to 2.57 and total US ETFs to 3,542.

On May 1, 2024, Calamos Investments launched the Calamos S&P 500® Structured Alt Protection ETF  – May (CPSM). In less than six weeks since the fund's inception, evidence is mounting that the Calamos strategy is paying off.

Calamos Investments has unveiled its new fund within the growing line of its Structured Protection ETFs. The Calamos Nasdaq-100® Structured Alt Protection ETF™ – June (CPNJ) is the second fund in the series to launch.