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CBTLCalamos Laddered Bitcoin Structured Alt Protection ETF

Grow my moneyNewRanked #2,812 of 2,998 in this goal

Seeks to provide exposure to the price of bitcoin.

By Calamos · Launched 2025

Annual Cost

0.79%

#4,215 of 5,861 · expensive

Fund Size

$2M

#5,464 of 5,861 · small

Return (1Y)Goal

N/A

Track Record

10 months

#4,750 of 5,861 · young

Performance

Total-return NAV · USD
Growth of $10,000
$7,264-27.4%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Structured outcome

What it actually holds

By weight

Concentration

Top 4 holdings = 99.8% of fundconcentrated

Calamos Bitcoin Structured Alt Protection ETF - October
25.9%
Calamos Bitcoin Structured Alt Protection ETF - July
25.3%
Calamos Bitcoin Structured Alt Protection ETF - April
24.3%
Calamos Bitcoin Structured Alt Protection ETF - January
24.3%

Asset allocation

Stocks
47.8%
Cash
26.1%
Bonds
26.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
N/A
Max drawdown
-29.7%Moderate

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 to provide exposure to the price of bitcoin.
Strategy
Provides exposure to the price return of the CME CF Bitcoin Reference Rate while attempting to limit downside risk through a laddered portfolio of four Calamos Bitcoin Structured Alt Protection ETFs. This approach aims to allow the Fund to benefit from increases in the value of bitcoin while mitigating downside losses.
Inception date
October 13, 2025
Fund family
Calamos

Our take

Structural notes on how this fund behaves. Read our guide on the 6 warning signs.

Buffer
Warning

You can build this cheaper yourself

Defined-outcome funds cap your gains (often 8% to 20%) in exchange for cushioning losses by 9% to 30%, priced with options. The fee runs about 0.70% or more, against 0.03% to 0.10% for a plain index fund. For most investors, a simple stock-and-bond mix gives similar protection for far less.

Sources: Morningstar, 'Buffer Funds Are on the Rise, but They May Not Make Sense for Most Investors' (2025)

Educational analysis of structural product characteristics. Not investment advice. Always read the fund prospectus and consult a qualified advisor before investing. More

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Data updated on 2026-08-04