Calamos S&P 500 Structured Alt Protection ETF - July

CPSJ

Market cap $42.6M

One of the more effective barometers for evaluating an ETF's performance is to see how the fund is performing a year after its launch.

Ongoing developments are supporting how and why structured outcome ETFs continue to see growth. Recently, Bloomberg Intelligence added a section to its research dashboard to filter for Structured Outcome products.

This is a journey into investing in Calamos ETF, CPSJ. This fund seeks to provide results before fees that will match the positive price return of the SPY 500 ETF trust, with a cap of 9.45%. Its job is also to protect you from 100% of any negative price return, once again after fees and expenses, which I will explain below.

On Thursday, August 1, 2024, Calamos Investments expanded its lineup of Structured Protection ETFs with the launch of the Calamos S&P 500 Structured Alt Protection ETF – August (CPSA). CPSA's strategy is to give investors access to capped upside participation within the S&P 500.

Calamos Investments has added another fund to its suite of downside protection ETFs. The Calamos S&P 500 Structured Alt Protection ETF – August (CPSA) provides 100% downside protection to the S&P 500 with an initial cap rate of 8.74% over a one-year outcome period, beginning August 1.

With the second half of 2024 already underway, many investors are trying to position their portfolios ahead of potential headwinds. A recent retail investor survey from Betterment highlights how U.S. retail investors are factoring interest rates into their financial decisions.

In an uncertain economic environment, capital preservation can be paramount for investors. A recent survey from Bankrate highlights how Americans are struggling to build up emergency savings, especially in an era of higher inflation.

Small-cap investors can lock in more potential value by keeping tax alpha in consideration. Traditionally, small-cap strategies are often used to diversify a portfolio and provide more growth potential.

On Monday, July 1, Calamos Investments expanded its lineup of Structured Protection ETFs with the launch of a pair of funds. Secure Small-Cap Investing The Calamos Russell 2000 Structured Alt Protection ETF – July (CPRJ) gives investors access to small-cap equities within the Russell 2000.

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.