SROI

Calamos$38.03 ()
AUM $19.0MER 0.95%NAV $37.62Holdings 116

Price Chart

Key Statistics

Previous Close

$37.73

Day Range

N/A

52-Week Range

$31.69$38.42

Avg Volume

504

Dividend Yield

0.59%

Expense Ratio

0.95%

AUM

$19.0M

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 States56.60%
Japan5.17%
United Kingdom5.10%
France3.78%
Taiwan3.46%
Germany2.85%
Switzerland2.22%
South Korea2.22%
Netherlands2.21%
Ireland2.14%
China1.72%
Spain1.70%
Hong Kong1.39%
India1.05%
Sweden0.90%
Belgium0.79%
Brazil0.79%
Kenya0.78%
Canada0.77%
Norway0.73%
Greece0.68%
Mexico0.67%
Portugal0.54%
Other0.48%
Australia0.45%
Denmark0.43%
Uruguay0.39%

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 $19.0M 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 A6.04%3,317$1.1M
2NVDANVIDIA Corp.4.70%4,089$890K
3MSFTMicrosoft Corp.3.98%1,555$753K
4AAPLApple, Inc.3.88%2,315$733K
5TSMTaiwan Semiconductor Manufacturing Company, Ltd. (ADR)3.37%1,548$638K
6AMZNAmazon.com, Inc.2.74%1,953$519K
7AVGOBroadcom, Inc.1.78%932$338K
8AMATApplied Materials, Inc.1.69%644$320K
9VVisa, Inc. - Class A1.62%841$307K
10000660.KSSK hynix, Inc.1.56%275$295K
11TRVTravelers Companies, Inc.1.22%636$230K
12LLYEli Lilly & Company1.21%179$229K
13BNYBank of New York Mellon Corp.1.18%1,398$223K
14ASMLASML Holding, NV1.14%123$217K
15DARDarling Ingredients, Inc.1.13%3,197$214K
Page 1 of 3

Detailed Returns

PeriodReturnETF
1D
1W
+0.74%
1M
+4.28%
3M
+1.74%
6M
+8.22%
YTD
+12.79%
1Y
+17.84%
3Y
+50.40%
5Y
+54.35%

Moving Averages

20-Day MA

$37.92

Above 20-Day MA
50-Day MA

$37.31

Above 50-Day MA
200-Day MA

$35.20

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$38.42

Current Price

$38.03

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(1499 ETFs)Growth(409 ETFs)
Fund Info
Expense Ratio0.95%0.60%0.66%
AUM$19.0M$7.66B$3.08B
Dividend Yield0.59%3.03%5.84%
Avg Volume504588.2K167.8K
Holdings11621582
Performance
1-Month Return+2.12%+4.68%+3.66%
6-Month Return+10.69%+12.96%+9.71%
YTD Return+13.47%+13.86%+10.60%
1-Year Return+13.09%+12.60%+8.92%

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