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Arlington Financial Advisors’s Calamos Antetokounmpo Global Sustainable Equities ETF SROI Stock Holding History

Arlington Financial Advisors’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
2026
Q2 		$5.76M Sell
153,958
-479
-0.3% -$17.3K 0.73% 32
2026
Q1 		$5.05M Buy
154,437
+3,299
+2% +$112K 0.72% 35
2025
Q4 		$5.07M Sell
151,138
-5,763
-4% -$193K 0.73% 35
2025
Q3 		$5.18M Sell
156,901
-68
-0% -$2.19K 0.76% 32
2025
Q2 		$5.01M Sell
156,969
-844
-0.5% -$25.2K 0.82% 31
2025
Q1 		$4.52M Sell
157,813
-358
-0.2% -$10.6K 0.8% 33
2024
Q4 		$4.59M Buy
158,171
+6,292
+4% +$189K 0.91% 33
2024
Q3 		$4.64M Buy
151,879
+1,477
+1% +$43.5K 0.95% 26
2024
Q2 		$4.35M Buy
150,402
+7,054
+5% +$199K 0.95% 28
2024
Q1 		$4.04M Buy
143,348
+2,286
+2% +$62.1K 0.89% 31
2023
Q4 		$3.76M Buy
141,062
+4,015
+3% +$99.9K 1.12% 29
2023
Q3 		$3.3M Sell
137,047
-1,665
-1% -$42.5K 1.17% 26
2023
Q2 		$3.61M Sell
138,712
-958
-0.7% -$24.1K 1.32% 20
2023
Q1 		$3.45M Buy
+139,670
New +$3.37M 1.33% 22

Other funds holding SROI

CWM
Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Arlington Financial Advisors's SROI Position: Q2 2026 in Review

Arlington Financial Advisors reduced its Calamos Antetokounmpo Global Sustainable Equities ETF (SROI) stake by 0.31% in Q2 2026, selling an estimated $17.3K and leaving 153,958 shares worth $5.76M. The position accounts for 0.73% of the portfolio, ranked #32.

Arlington Financial Advisors first reported a position in SROI in Q1 2023 and has held it in 14 quarters since. 4 funds tracked by Wall St. Rank hold SROI as of Q2 2026.

  • Arlington Financial Advisors held 153,958 shares of Calamos Antetokounmpo Global Sustainable Equities ETF worth $5.76M as of Q2 2026.
  • Arlington Financial Advisors sold 479 Calamos Antetokounmpo Global Sustainable Equities ETF shares in Q2 2026, an estimated $17.3K.
  • Calamos Antetokounmpo Global Sustainable Equities ETF made up 0.73% of Arlington Financial Advisors's portfolio in Q2 2026, its #32 holding.
  • Arlington Financial Advisors first reported a position in Calamos Antetokounmpo Global Sustainable Equities ETF in Q1 2023 and has held it in 14 quarters since.
  • 4 funds tracked by Wall St. Rank held Calamos Antetokounmpo Global Sustainable Equities ETF as of Q2 2026.

Based on Arlington Financial Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.