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Ameritas Advisory Services’s Calamos Antetokounmpo Global Sustainable Equities ETF SROI Stock Holding History

Ameritas Advisory Services’s Portfolio SROI Stock Details SROI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-750
Closed -$24.8K – 1951
2025
Q3 		$24.8K Hold
750
– – ﹤0.01% 1371
2025
Q2 		$23.9K Buy
+750
New +$22.4K ﹤0.01% 1667

Other funds holding SROI

AFA
Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CWM
Calamos Wealth Management Naperville, Illinois $2.91B AUM 25.59% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
F8IS
Figure 8 Investment Strategies Boise, Idaho $102M AUM 30.89% 1-Year Est. Return
SN
Sittner & Nelson Eugene, Oregon $274M AUM 22.46% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Ameritas Advisory Services's SROI Position: Q4 2025 in Review

Ameritas Advisory Services sold out of Calamos Antetokounmpo Global Sustainable Equities ETF (SROI) in Q4 2025, closing a stake of 750 shares — an estimated $24.8K sold.

Ameritas Advisory Services first reported a position in SROI in Q2 2025 and held it in 2 quarters. The position peaked at $24.8K in Q3 2025. 8 funds tracked by Wall St. Rank hold SROI as of Q4 2025.

  • Ameritas Advisory Services reported no remaining Calamos Antetokounmpo Global Sustainable Equities ETF position as of Q4 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 750 Calamos Antetokounmpo Global Sustainable Equities ETF shares in Q4 2025, an estimated $24.8K.
  • Ameritas Advisory Services first reported a position in Calamos Antetokounmpo Global Sustainable Equities ETF in Q2 2025 and held it in 2 quarters.
  • Ameritas Advisory Services's Calamos Antetokounmpo Global Sustainable Equities ETF position peaked at $24.8K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Calamos Antetokounmpo Global Sustainable Equities ETF as of Q4 2025.

Based on Ameritas Advisory Services's 13F filing for Q4 2025, filed 4 Feb 2026.