SROI

Calamos$37.22 ()
AUM $18.6MER 0.95%NAV $36.90Holdings 116

Price Chart

Key Statistics

Previous Close

$37.60

Day Range

N/A

52-Week Range

$31.69$38.42

Avg Volume

419

Dividend Yield

0.59%

Expense Ratio

0.95%

AUM

$18.6M

Shares Outstanding

503.5K

ETF Grades

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Sector Breakdown

SectorWeight %
Technology34.52%
Industrials18.29%
Financial Services12.37%
Consumer Cyclical8.34%
Communication Services7.70%
Healthcare7.17%
Consumer Defensive4.38%
Basic Materials4.15%
Utilities1.73%
Real Estate1.34%
Cash & Others0.01%

Country Allocation

CountryWeight %
United States55.86%
Japan5.43%
United Kingdom5.12%
Taiwan3.60%
France3.53%
Germany3.25%
South Korea2.36%
Switzerland2.25%
Netherlands2.24%
Ireland2.09%
Spain1.72%
China1.53%
Hong Kong1.46%
India1.05%
Sweden0.95%
Belgium0.83%
Kenya0.82%
Norway0.78%
Canada0.76%
Greece0.73%
Mexico0.72%
Portugal0.60%
Brazil0.57%
Denmark0.46%
Other0.45%
Uruguay0.42%
Australia0.42%

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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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 $18.6M 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 31.2% of the fund

RankSymbolNameWeight %SharesMarket Value
1GOOGLAlphabet, Inc. - Class A5.45%3,045$1.0M
2AAPLApple, Inc.4.59%2,615$854K
3NVDANVIDIA Corp.4.26%3,630$793K
4MSFTMicrosoft Corp.3.87%1,460$719K
5TSMTaiwan Semiconductor Manufacturing Company, Ltd. (ADR)3.56%1,548$663K
6AMZNAmazon.com, Inc.2.65%1,953$492K
7000660.KSSK hynix, Inc.2.05%275$381K
8VVisa, Inc. - Class A1.66%841$309K
9AMATApplied Materials, Inc.1.57%644$292K
10AVGOBroadcom, Inc.1.56%802$289K
11TRVTravelers Companies, Inc.1.26%636$234K
12BNYBank of New York Mellon Corp.1.22%1,398$227K
13IFX.DEInfineon Technologies, AG1.14%3,280$212K
14DARDarling Ingredients, Inc.1.14%3,197$212K
15ASMLASML Holding, NV1.13%123$211K
Page 1 of 3

Detailed Returns

PeriodReturnETF
1D
1W
-1.42%
1M
-2.85%
3M
+0.39%
6M
+11.27%
YTD
+10.59%
1Y
+13.88%
3Y
+49.20%
5Y
+51.35%

Moving Averages

20-Day MA

$37.79

Below 20-Day MA
50-Day MA

$37.49

Below 50-Day MA
200-Day MA

$35.45

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$38.42

Current Price

$37.22

52-Week Low

$31.69

$31.69$38.42

Current Yield

0.59%

Annual Dividend

$0.8466

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 23, 2024$0.1977Dec 27, 2024
Dec 21, 2023$0.2499Dec 27, 2023

Dividend Payments Over Time

Category Comparison

MetricSROITechnology(1660 ETFs)Growth(409 ETFs)
Fund Info
Expense Ratio0.95%0.61%0.66%
AUM$18.6M$6.83B$3.10B
Dividend Yield0.59%2.94%5.84%
Avg Volume419432.5K166.5K
Holdings11619880
Performance
1-Month Return-2.33%-0.32%-2.46%
6-Month Return+5.55%+8.18%+4.66%
YTD Return+11.27%+13.83%+9.34%
1-Year Return+12.50%+27.29%+8.84%

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