SROI

Calamos$36.53+0.03 (+0.07%)
AUM $18.2MER 0.95%NAV $36.10Holdings 116

Price Chart

Key Statistics

Previous Close

$36.50

Day Range

$36.53$36.65

52-Week Range

$30.75$37.52

Avg Volume

780

Dividend Yield

0.59%

Expense Ratio

0.95%

AUM

$18.2M

Shares Outstanding

504.4K

ETF Grades

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Sector Breakdown

SectorWeight %
Technology29.59%
Industrials18.06%
Financial Services13.62%
Consumer Cyclical9.22%
Healthcare8.81%
Communication Services7.44%
Consumer Defensive5.27%
Basic Materials4.44%
Utilities2.53%
Real Estate1.01%
Cash & Others0.01%

Country Allocation

CountryWeight %
United States54.15%
United Kingdom5.64%
Japan4.95%
France3.75%
Taiwan3.62%
Germany3.42%
South Korea3.21%
China2.33%
Ireland2.32%
Switzerland1.93%
Spain1.66%
Netherlands1.61%
Hong Kong1.55%
India1.12%
Other1.04%
Sweden0.93%
Brazil0.83%
Canada0.76%
Kenya0.71%
Belgium0.70%
Norway0.69%
Mexico0.64%
Greece0.61%
Portugal0.58%
Australia0.49%
Denmark0.39%
Uruguay0.36%

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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IVViShares Core S&P 500 ETF$808.20B
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QQQInvesco QQQ Trust, Series 1$474.33B

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 $18.2M 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 32.2% of the fund

RankSymbolNameWeight %SharesMarket Value
1GOOGLAlphabet, Inc. - Class A6.51%3,317$1.2M
2NVDANVIDIA Corp.4.59%4,089$838K
3AAPLApple, Inc.3.75%2,315$684K
4TSMTaiwan Semiconductor Manufacturing Company, Ltd. (ADR)3.58%1,548$652K
5MSFTMicrosoft Corp.3.33%1,555$607K
6AMZNAmazon.com, Inc.2.59%1,953$472K
7000660.KSSK hynix, Inc.2.37%315$433K
8AVGOBroadcom, Inc.1.97%932$359K
9AMATApplied Materials, Inc.1.95%644$356K
10IFX.DEInfineon Technologies, AG1.61%3,280$293K
11VVisa, Inc. - Class A1.47%841$268K
12TJXTJX Companies, Inc.1.25%1,354$228K
13ASMLASML Holding, NV1.23%123$224K
14PWRQuanta Services, Inc.1.11%295$202K
15BNYBank of New York Mellon Corp.1.09%1,398$199K
Page 1 of 3

Detailed Returns

PeriodReturnETF
1D
+0.07%
1W
+0.64%
1M
+0.61%
3M
+9.15%
6M
+10.36%
YTD
+8.49%
1Y
+16.91%
3Y
+40.09%
5Y
+48.47%

Moving Averages

20-Day MA

$36.83

Below 20-Day MA
50-Day MA

$35.80

Above 50-Day MA
200-Day MA

$34.11

Above 200-Day MA

Price with Moving Averages

Support & Resistance

52-Week High

$37.52

Current Price

$36.53

52-Week Low

$30.75

$30.75$37.52

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(1548 ETFs)Growth(409 ETFs)
Fund Info
Expense Ratio0.95%0.63%0.66%
AUM$18.2M$7.39B$2.98B
Dividend Yield0.59%2.92%5.84%
Avg Volume780744.5K224.0K
Holdings11621879
Performance
1-Month Return-0.46%+1.62%+0.07%
6-Month Return+8.12%+13.22%+4.91%
YTD Return+9.14%+15.73%+6.90%
1-Year Return+16.47%+34.10%+19.62%

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