Calamos Plans for Second Autocallable Income ETF (CAIQ), Extending Its First-Mover Leadership in Autocallable ETFs Following Strong Demand for Award-Winning CAIE Metro Chicago, Illinois, September 25, 2025– John Koudounis, President and CEO of Calamos, a leading alternatives manager, announced the anticipated Q4 listing of the U.S. Tech Autocallable Income ETF (CAIQ). The first of its kind ETF to provide exposure to a QQQ-based laddered autocallable income strategy follows Calamos Autocallable Income ETF ...

It should go without saying at this point that the Calamos Autocallable Income ETF (CAIE) has attracted significant advisor and investor interest all summer. The fund launched at the tail end of June 2025. Since then, it has accrued significant inflows, passing the $150 million threshold in net assets by August. Interest from advisors and investors doesn't seem to be slowing down any time soon, either. Data from FactSet shows that as of September 12, 2025, the fund has seen over $100 million in net flows in ...

Could now be a good time to pivot a portion of assets away from high-yield bonds? Although high-yield bonds have recently provided significant income on a relatively consistent basis, several emerging factors could work against them going forward. First, the recent job numbers have reignited concerns that the US economy could be slowing down, even as inflationary pressures persist. A slower US economy could create a challenging environment for high-yield bond investors because it can make it difficult for i ...

美国股市现状 - 美国股市状况较年初明显改善 通胀担忧和关税紧张局势有所缓解[1] - 许多公司季度业绩超出分析师预期 主要股市指数接近历史高点[1] - 股市仍有增长空间 但导致年初抛售的风险因素仍未完全消失[2] 另类投资策略 - 可通过另类策略应对当前股市环境 提供与股票表现挂钩的回报[2] - 另类策略旨在产生高月度收入 并提供一定程度的下行保护[2] - Calamos Autocallable Income ETF (CAIE) 提供创新解决方案 通过股市寻求高且稳定的月度收入[3] 自动赎回结构产品特性 - CAIE基金采用阶梯式自动赎回票据组合策略[3] - 自动赎回票据类似高收益债券 通常与标普500等主要指数挂钩[3] - 产品结构简单：若标普500上涨或持平 投资者可获得月度收入直至票据被赎回 届时返还本金[4] - 在市场下跌期间仍能有效运作 只要标普500跌幅不超过-40%屏障水平 投资者继续获得月度收入[5] - 即使标普500下跌达40% 投资者仍能获得月度收入直至到期日 并收回本金[6] 产品优势 - CAIE成为应对长期股市不确定性的"两全其美"解决方案[6] - 在股市向好时提供收入机会 在市场下跌时提供下行保护[6] - 产品设计使投资者能够在当前市场环境下获得弹性月度收入[6]

The fund's August 1st ex-dividend date marks the beginning of CAIE's regular monthly distribution schedule, with J.P. Morgan continuing to serve as primary swap counterparty and MerQube Indices providing the underlying autocallable index methodology. CAIE DISTRIBUTION DETAIL | DECLARATION DATEEX DATE | RECORD DATEPAYABLE DATEDISTRIBUTION | | | | | --- | --- | --- | --- | --- | | 07/31/2025 | 08/01/2025 | 08/01/2025 | 08/08/2025 | $0.38592 | | 08/29/2025 | 09/02/2025 | 09/02/2025 | 09/08/2025 | --TBD | | 09/ ...