Amplified Monthly Exposure, Controlled Downside: Discover the New Capped Accelerated ETFs
A new series of monthly ETFs from Themes ETFs designed to amplify positive returns up to a cap while aligning with downside performance.
Leverage Shares by Themes (distributed through ALPS Distributors, Inc.) has introduced a new series of exchange-traded funds—the Capped Accelerated Monthly ETFs—designed to deliver approximately twice the positive monthly return of select underlying stocks up to a cap, while aiming to track negative returns during the same period. These ETFs reset each calendar month and utilize options-based strategies to structure exposure.
2× Capped Accelerated COIN (Coinbase) Monthly ETF (COIO)
Coinbase is one of the largest cryptocurrency exchanges in the world, serving millions of users globally and acting as a major entry point into digital asset markets. Its business is closely tied to trading volumes and interest in crypto as a sector, making its stock highly sensitive to market trends.
The 2× Capped Accelerated Coinbase Monthly ETF provides exposure to that stock by seeking roughly double its positive monthly performance, though gains are capped at a set level. On the downside, if Coinbase’s stock declines, the ETF mirrors those losses directly rather than leveraging them further.
This design allows the fund to capture a stronger version of Coinbase’s monthly upswings, while keeping declines aligned with the actual stock. The outcome applies to investors who hold through the full calendar month, as the structure resets at the end of each period.
Each reset recalculates the cap and restarts the options-based strategy behind the fund. That structure is built on FLEX options, which are used to engineer both the amplified upside and capped limits, giving the product a defined framework for each new month.
2× Capped Accelerated MSTR (MicroStrategy) Monthly ETF (MSOO)
MicroStrategy is a business intelligence company that has gained widespread attention for its large Bitcoin holdings, which often overshadow its software business in driving stock performance. As a result, the company’s share price has become a proxy for crypto sentiment as well as technology adoption.
The 2× Capped Accelerated MicroStrategy Monthly ETF is tied to that stock, offering double its positive monthly performance up to a cap. Unlike traditional leveraged products, the fund does not magnify downside losses. Instead, when MicroStrategy stock declines, the ETF reflects that same percentage move.
This design creates a clear monthly outcome window. The amplified upside is reset at the start of each calendar month, while the cap defines the maximum potential gain in that same period. By focusing on single-month cycles, the ETF avoids compounding effects that longer-term leveraged products can carry.
Options contracts are the backbone of this structure. They are arranged at the beginning of each month to set the upside potential and cap, providing a transparent mechanism for how results are achieved. The fee structure is uniform across the series at 0.75%.
2× Capped Accelerated NVDA (NVIDIA) Monthly ETF (NVDO)
NVIDIA has emerged as a leader in artificial intelligence hardware, GPUs, gaming, and data centers. Its rapid growth and strong position in AI make it one of the most closely watched stocks in global markets. This volatility and growth potential make it a strong candidate for targeted investment vehicles.
The 2× Capped Accelerated NVIDIA Monthly ETF seeks to deliver double the positive monthly performance of NVIDIA stock, but only up to a capped level of gains. In periods when NVIDIA’s stock declines, the ETF reflects those losses without adding leverage on the downside.
This makes the fund structured for shorter monthly cycles, giving clear visibility into potential returns within each calendar month. Because it resets at the end of the period, the performance outcome is not carried forward or compounded beyond that single window.
Every month, FLEX options are reset to establish the new upside and downside parameters. The ETF’s mechanics allow exposure to NVIDIA’s stock with enhanced upside potential, yet the cap ensures there’s always a maximum limit, which is clearly disclosed at the start of the period.
2× Capped Accelerated PLTR (Palantir) Monthly ETF (PLOO)
Palantir Technologies is best known for its big data and analytics platforms used by both government and commercial clients. Its focus on defense and intelligence contracts, as well as expansion into enterprise software, has made it a high-profile stock with a unique market position.
The 2× Capped Accelerated Palantir Monthly ETF is designed to capture about twice Palantir’s positive stock performance over a single calendar month, up to a defined cap. When Palantir’s share price falls, the ETF reflects those losses at the same pace without applying additional leverage.
This monthly approach creates a predictable cycle. Each month starts fresh with new outcome parameters, allowing caps and exposures to be reset in alignment with Palantir’s current market environment. Holding for the entire month is required to fully align with the outcomes.
The underlying structure is built on options, recalculated each month to define how the ETF behaves. Combined with its capped upside and aligned downside, this structure gives the fund a consistent and transparent framework for tracking Palantir’s stock performance month by month.
2× Capped Accelerated TSLA (Tesla) Monthly ETF (TSLO)
Tesla is one of the most recognizable companies in the world, pioneering electric vehicles and energy solutions. Its stock is also known for high volatility, often driven by product announcements, deliveries, or broader EV market sentiment.
The 2× Capped Accelerated Tesla Monthly ETF provides exposure to that stock with roughly double the upside in a given month, up to a capped return. On the downside, the ETF reflects Tesla’s monthly losses without additional leverage.
This creates a monthly structure where potential gains are enhanced but defined, and losses remain in line with the stock itself. Each calendar month is a reset point, ensuring that outcomes are based on clearly measured timeframes instead of ongoing compounding.
Options contracts are used to implement the strategy. By recalculating caps and exposure at the start of every new month, the fund maintains consistency and clarity in how it delivers results tied to Tesla’s performance.
Introducing the Management Team of Themes ETFs
José Gonzalez - CEO
Paul Bartkowiak joined Themes Management Company LLC in April 2024 serving as AVP of Portfolio Management. In this role, Paul is responsible for the daily management of the firm’s ETFs.
With 9 years of experience in the financial services sector, Paul has held prior roles at NISA Investment Advisors, LLC and Reinsurance Group of America. Paul’s most recent tenure was at ProShares Advisors LLC, where served as Senior Portfolio Analyst, most recently managing their Commodity and Cryptocurrency ETFs.
Paul earned a Bachelor’s degree in Finance from the University of Dayton and MBA from St. Louis University, Richard A. Chaifetz School of Business.
Tracy Gilvarry Grant - General Counsel
Tracy Grant is the General Counsel and co-founder of ThemesETFs.
Tracy is a seasoned, goal-focused legal professional with demonstrated track record of advising and representing high-profile international corporations, international investment banking institutions, mutual funds and insurance companies.
Her experience is in providing incomparable advice on mutual funds, secured transactions, financing transactions, securities and regulatory compliance and corporate and commercial law.
Calvin Tsang - Head of US Product Management & Development
Calvin Tsang has been with Themes Management Company LLC since its inception in January 2023, serving as the Head of Product Management & Development and as a Portfolio Manager. He is responsible for building out the ETF platform and infrastructure in the US.
Calvin possesses a rich depth of knowledge in managing ETF strategies, spanning across commodities, options, equity, and fixed income. Prior to joining Themes Management Company LLC, Calvin was a Portfolio Manager at Cboe Vest from January 2021 to December 2022, Multi-Asset Portfolio Manager at QS Investors from May 2019 to December 2020, and Senior Portfolio Analyst at ProShares from August 2014 to May 2019.
Calvin is a CFA charterholder and a certified FRM. He earned dual Bachelor’s degrees in Accounting and Economics from Binghamton University.
Sources
- https://www.globenewswire.com/news-release/2025/08/13/3132671/0/en/MORE-INNOVATION-FROM-LEVERAGE-SHARES-BY-THEMES-Further-expanding-its-leveraged-products-with-its-Capped-Accelerated-Series-These-ETFs-will-offer-investors.html
- https://leverageshares.com/us/capped-accelerated-etfs/
- https://leverageshares.com/us/etfs/leverage-shares-2x-capped-accelerated-coin-monthly-etf/
- https://leverageshares.com/us/etfs/leverage-shares-2x-capped-accelerated-tsla-monthly-etf/
- https://leverageshares.com/us/documents/summary_prospectus/prospectus-coio.pdf
- https://leverageshares.com/us/all-etfs/
- https://themesetfs.com/leveraged-etfs
Disclaimer
Stock Research Today is a project of Virtus Media Group LLC and intended solely for entertainment and informational purposes. This website / media webpage is owned, operated and edited by Virtus Media LLC. Any wording found on this website / media webpage or disclaimer referencing “I” or “we” or “our” or “Virtus Media” refers to Virtus Media LLC. This website / media webpage is a paid advertisement, not a recommendation nor an offer to buy or sell securities. By reading our website / media webpage you agree to the terms of this disclaimer, which are subject to change at any time. We are not registered or licensed in any jurisdiction whatsoever to provide investment or brokerage advice or anything of an advisory or consultancy nature and therefore are unqualified to give investment recommendations. Always do your own research and consult with a licensed investment professional before investing. This communication is never to be used as the basis for making investment decisions and is for entertainment and educational purposes only. At most, this communication should serve as a starting point to do your own research and consult with a licensed professional regarding the companies profiled and discussed. Companies with low price per share are speculative and carry a high degree of risk, so only invest what you can afford to lose. Consult your financial, investment and tax advisors to determine what financial and tax strategies may be right for you. Investor protection and other important information is available at https://www.sec.gov/.
By using our service, you agree not to hold our site, its editors, owners, or staff liable for any damages, financial or otherwise, that may occur due to any action you may take based on the information contained within or referred to from our website / media webpage. We do not advise any reader take any specific action. Losses can be larger than expected if the company experiences any problems with liquidity or wide spreads. Never invest purely based on our alerts. Gains mentioned in our website / media webpage may be based on end-of-day or intraday data.
This publication and its owners and affiliates may hold positions in the securities mentioned in our alerts, which we may sell at any time without notice to our subscribers, which may have a negative impact on share prices. If we own any shares we will list the information relevant to the stock and number of shares here. That information is only valid at the time it is published, and we do not undertake to update it.
Virtus Media’s business model is to receive financial compensation to promote public companies and to conduct investor relations advertising, marketing and publicly disseminate information, not limited to our websites, email, sms, push notifications, influencers, social media postings, ticker tags, press releases, online interviews, podcasts, videos, audio ads, banner ads, native ads, and responsive ads. This compensation is a major conflict of interest in our ability to be unbiased regarding the subject of our reports and communications. Therefore, this communication should be viewed as a commercial advertisement only. We have not investigated the background of the parties who hired us, or of the profiled companies. Any non-compensated alerts are purely for the purpose of expanding our database for the benefit of our future financially compensated investor relations efforts.
The third parties paying for our services, the profiled company, or their affiliates likely wish to liquidate shares of the profiled company at or near the time you receive this communication, which has the potential to impact share prices, possibly significantly. Frequently companies profiled in our alerts experience a large increase in volume and share price during the course of investor relations marketing, which may end as soon as the investor relations marketing ceases.
We do not guarantee the timeliness, accuracy, or completeness of the information on our website / media webpage. The information in our website / media webpage is believed to be accurate and correct, but has not been independently verified and is not guaranteed to be correct. The information is collected from public sources, such as the profiled company’s website and press releases, but is not researched or verified in any way whatsoever to ensure the publicly available information is correct. Furthermore, Virtus Media often employs independent contractor writers who may make errors when researching information and preparing these communications regarding profiled companies. Independent writers’ works are double-checked and verified before publication, but it is possible for errors or omissions to take place during editing of independent contractor writer’s communications regarding the profiled company(s). You should assume all information in all of our communications is incorrect until you personally verify the information, and again are encouraged to never invest based on the information contained in our written communications. Our emails may contain forward-looking statements, which are not guaranteed to materialize due to a variety of factors.
Compensation: Pursuant to an agreement between Virtus Media LLC and WOLF Financial LLC, Virtus Media LLC has been hired for a period beginning on 2025-9-1 and ending 2025-11-1 to publicly disseminate information about CBOE: COIO, CBOE: MSOO, BATS: NVDO, and CBOE: TSLO via digital communications. We have been paid one thousand dollars USD.
