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Upturn AI SWOT - About
Calamos ETF Trust (CPRO)
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Upturn Advisory Summary
08/14/2025: CPRO (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 2.21% | Avg. Invested days 42 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  3.0 | ETF Returns Performance  1.0 |
| Profits based on simulation | Last Close 08/14/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 24.31 - 25.19 | Updated Date 06/28/2025 |
52 Weeks Range 24.31 - 25.19 | Updated Date 06/28/2025 |
Upturn AI SWOT
Calamos ETF Trust
ETF Overview
Overview
Calamos ETF Trust is a suite of ETFs offered by Calamos Investments, focusing on various investment strategies including convertible securities, growth equity, and other alternative investment approaches.
Reputation and Reliability
Calamos Investments has a solid reputation and a long track record in the investment management industry, particularly known for its expertise in convertible securities.
Management Expertise
The management team has extensive experience in managing various asset classes, including equities, fixed income, and alternatives, demonstrating their capabilities in delivering diverse investment solutions.
Investment Objective
Goal
To provide investors with exposure to specific market segments or investment strategies that align with their financial goals.
Investment Approach and Strategy
Strategy: The ETFs employ a range of strategies, including active management and index tracking, depending on the specific fund's objective.
Composition The assets held vary depending on the fund, including stocks, bonds (especially convertible bonds), and other investments to achieve diversification and returns.
Market Position
Market Share: Data unavailable.
Total Net Assets (AUM): Data unavailable.
Competitors
Key Competitors
- ICVT
- CNVZ
- CVRT
Competitive Landscape
The ETF industry is highly competitive, with many firms offering similar products. Calamos ETF Trust distinguishes itself through its specialization in convertible securities and active management, although its market share varies across different ETF offerings. Smaller AUMs can affect liquidity and viability.
Financial Performance
Historical Performance: Data unavailable due to lack of a specific ETF to measure.
Benchmark Comparison: Data unavailable due to lack of a specific ETF to measure.
Expense Ratio: Expense ratios vary across different Calamos ETFs. Check the individual ETF factsheet for details.
Liquidity
Average Trading Volume
Average trading volume varies by ETF. Insufficient data for reliable average across all funds.
Bid-Ask Spread
Bid-ask spreads depend on the specific ETF and market conditions.
Market Dynamics
Market Environment Factors
Economic growth, interest rate movements, and market volatility can significantly affect the performance of Calamos ETFs.
Growth Trajectory
Growth depends on investor demand for the specific investment strategies offered by Calamos, as well as market conditions and fund performance.
Moat and Competitive Advantages
Competitive Edge
Calamos ETF Trust benefits from its expertise in convertible securities, a niche market with potential for high returns. Their active management strategies aim to outperform benchmarks by carefully selecting investments. The firm's long-standing reputation and experienced management team also provide a competitive edge, especially in complex market environments. However, success depends on the management's ability to deliver consistent performance. A diverse product line offers exposure to various strategies.
Risk Analysis
Volatility
Volatility depends on the underlying assets and the specific investment strategy of each Calamos ETF.
Market Risk
Market risk is inherent in all investments, with fluctuations in asset prices potentially affecting the value of the ETFs. Convertible securities are subject to both equity and fixed income risks.
Investor Profile
Ideal Investor Profile
The ideal investor is one seeking exposure to specific market segments or investment strategies, such as convertible securities or growth equity, and who understands the risks associated with these investments.
Market Risk
Suitability varies. Some Calamos ETFs may be appropriate for long-term investors, while others may be more suitable for active traders depending on their objectives and risk tolerance.
Summary
Calamos ETF Trust provides a variety of investment options, specializing in areas like convertible securities, aiming to offer differentiated investment strategies. Calamos' history and management expertise are key strengths. However, potential investors should carefully assess the specific objectives, holdings, and risks of each ETF. Performance depends on market conditions and the management's ability to execute strategies effectively. Investors should also consider the fees and expenses associated with each fund and their individual risk tolerance before investing.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Calamos Investments website
- ETF.com
- Seeking Alpha
Disclaimers:
The information provided is for informational purposes only and does not constitute investment advice. Investors should consult with a financial advisor before making any investment decisions. Data may be delayed or inaccurate.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About Calamos ETF Trust
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
Under normal market conditions, the fund will invest substantially all of its assets in FLexible EXchange Options (FLEX Options) that reference the price performance of the iShares®"Russell 2000®" ETF. The fund is non-diversified.
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