SROI

Calamos$35.74+0.00 (+0.00%)
AUM $19.6MER 0.95%NAV $35.44Holdings 116

Price Chart

Key Statistics

Previous Close

$35.65

Day Range

$35.71$35.75

52-Week Range

$28.99$35.74

Avg Volume

181

Dividend Yield

0.59%

Expense Ratio

0.95%

AUM

$19.6M

Shares Outstanding

504.6K

ETF Grades

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Sector Breakdown

SectorWeight %
Technology30.55%
Industrials17.98%
Financial Services12.87%
Healthcare8.09%
Consumer Cyclical7.80%
Communication Services7.47%
Consumer Defensive5.73%
Basic Materials4.12%
Utilities2.32%
Cash & Others1.33%
Real Estate0.95%
Energy0.77%

Country Allocation

CountryWeight %
United States53.99%
United Kingdom6.06%
Japan4.90%
France3.99%
Taiwan3.36%
Ireland3.25%
Germany2.69%
South Korea2.54%
China2.33%
Switzerland2.03%
Spain1.75%
Hong Kong1.65%
Netherlands1.58%
India1.31%
Brazil1.02%
Sweden0.96%
Belgium0.76%
Norway0.74%
Canada0.73%
Mexico0.73%
Portugal0.72%
Kenya0.71%
Greece0.65%
Other0.44%
Uruguay0.43%
Denmark0.43%
Australia0.25%

Fund Information

Issuer
Calamos
Category
Technology
Inception Date
Feb 3, 2023
Exchange
NYSE_ARCA
Description
The Fund employs an integrated, fundamental and proprietary sustainable process to evaluate and select what we deem are the highest-quality growth opportunities throughout global developed and emerging markets and across market capitalizations.

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QQQInvesco QQQ Trust, Series 1$426.66B

The Calamos Antetokounmpo Global Sustainable Equities ETF (SROI) is an exchange-traded fund issued by Calamos that launched on Feb 3, 2023. It currently manages $19.6M in assets under management. The fund charges an expense ratio of 0.95%. The fund holds 116 securities in its portfolio. It falls under the Technology category.

Top 10 holdings represent 31.4% of the fund

RankSymbolNameWeight %SharesMarket Value
1GOOGLAlphabet, Inc. - Class A6.30%3,646$1.2M
2NVDANVIDIA Corp.4.58%4,495$897K
3MSFTMicrosoft Corp.3.63%1,709$711K
4AAPLApple, Inc.3.55%2,545$696K
5TSMTaiwan Semiconductor Manufacturing Company, Ltd. (ADR)3.32%1,702$651K
6AMZNAmazon.com, Inc.2.79%2,147$548K
7000660.KSSK hynix, Inc.2.22%525$434K
8AVGOBroadcom, Inc.2.19%1,024$430K
9AMATApplied Materials, Inc.1.46%708$286K
10PWRQuanta Services, Inc.1.40%432$274K
11VVisa, Inc. - Class A1.33%842$260K
12TJXTJX Companies, Inc.1.20%1,488$236K
13IFX.DEInfineon Technologies, AG1.15%3,605$225K
14TRVTravelers Companies, Inc.1.10%699$215K
15DARDarling Ingredients, Inc.1.09%3,514$214K
Page 1 of 3

Detailed Returns

PeriodReturnETF
1D
+0.00%
1W
+0.02%
1M
+12.78%
3M
+2.45%
6M
+5.56%
YTD
+5.90%
1Y
+23.29%
3Y
+42.43%
5Y
+44.93%

Moving Averages

20-Day MA

$33.97

Above 20-Day MA
50-Day MA

$34.10

Above 50-Day MA
200-Day MA

$33.36

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$35.74

Current Price

$35.74

52-Week Low

$28.99

$28.99$35.74

Current Yield

0.59%

Annual Dividend

$0.6490

Frequency

0x/year

Last Ex-Date

Dec 12, 2025

Dividend History

Ex-DateAmountPay Date
Dec 12, 2025$0.2014Dec 15, 2025
Dec 23, 2024$0.1977Dec 27, 2024
Dec 21, 2023$0.2499Dec 27, 2023

Dividend Payments Over Time

Category Comparison

MetricSROITechnology(1414 ETFs)Growth(409 ETFs)
Fund Info
Expense Ratio0.95%0.67%0.66%
AUM$19.6M$6.79B$2.74B
Dividend Yield0.59%2.97%5.84%
Avg Volume181575.4K199.0K
Holdings11620082
Performance
1-Month Return+9.17%+7.37%
6-Month Return+7.01%+7.10%+3.06%
YTD Return+6.30%+7.03%+3.55%
1-Year Return+25.64%+40.63%+30.21%

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