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CBOXCalamos Tax-Aware Collateral ETF

Stay safeNewRanked #36 of 387 in this goal

Seeks capital appreciation by investing in FLEX options box spreads.

By Calamos · Launched 2026

Annual Cost

0.14%

#557 of 6,040 · low cost

Fund Size

$1.5B

#929 of 6,040 · large

Return (1Y)

N/A

Track Record

5 months

#5,356 of 6,040 · young

Performance

Total-return NAV · USD
Growth of $10,000
$10,164+1.6%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Region

Global

Strategy

Structured outcome

Holdings

By weight

Concentration

Top 2 holdings = 99.4% of fundconcentrated

BofA Securities, Inc.
92.2%
BofA Securities, Inc.
7.2%

Asset allocation

Stocks
99.8%
Cash
0.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-2.9%Mild

Worst peak-to-trough loss

Sharpe (3Y)
Unavailable

Needs 3+ years of history

Sortino (3Y)
Not yet

Needs 3+ years of history

Listing

Exchange
Cboe BZX

Full fund details

Objective
Seeks capital appreciation by investing in FLEX options box spreads.
Strategy
Actively manages a portfolio of FLEX options box spreads to achieve capital appreciation. The strategy involves synthetic long and short positions to create a market-neutral position with a fixed payoff at expiration.
Inception date
April 15, 2026
Fund family
Calamos

Next steps

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Data updated on 2026-09-18