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CPSLCalamos Laddered S&P 500 Structured Alt Protection ETF

Stay safeGrow my money2y track recordRanked #174 of 387 in this goal

Seeks to provide investors with capital appreciation.

By Calamos · Launched 2024

Annual Cost

0.79%

#4,370 of 6,040 · expensive

Fund Size

$148M

#2,730 of 6,040 · mid-size

Return (1Y)

+5.6%

Track Record

2 years

#3,706 of 6,040 · seasoned

Performance

Total-return NAV · USD
Growth of $10,000
$10,560+5.6%

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

What's inside

How Beacon categorizes this fund

Asset class

Alternative

Strategy

Structured outcome

Index tracked

S&P 500 Index

Holdings

By weight

Concentration

Top 10 holdings = 83.3% of fundconcentrated

Calamos S&P 500 Str Alt Prt ETF-SepCPST
8.3%
Calamos S&P 500 Str Alt Prt ETF-AugCPSA
8.3%
Calamos S&P 500 Str Alt Prt ETF-OctCPSO
8.3%
Calamos S&P 500 Str Alt Prt ETF-DecCPSD
8.3%
Calamos S&P 500 Str Alt Prt ETF-JulCPSJ
8.3%
Calamos S&P 500 Str Alt Prt ETF-JanCPSY
8.3%
Calamos S&P 500 Str Alt Prt ETF-NovCPSN
8.3%
Calamos S&P 500 Str Alt Prt ETF-MarCPSR
8.3%
Calamos S&P 500 Str Alt Prt ETF-AprCPSP
8.3%
Calamos S&P 500 Str Alt Prt ETF-FebCPSF
8.3%

Asset allocation

Stocks
90.6%
Bonds
8.3%
Cash
1.1%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
2.3%Low

Year-on-year price swings

Max drawdown
-3.7%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 to provide investors with capital appreciation.
Strategy
Invests primarily in Underlying ETFs that aim to match the price return of SPY with an upside cap while providing downside protection against SPY losses. Focuses on a defined one-year outcome period and acquires shares in the secondary market.
Inception date
September 6, 2024
Fund family
Calamos

Next steps

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Data updated on 2026-09-18