Ground Swell Capital’s Calamos Antetokounmpo Global Sustainable Equities ETF SROI Stock Holding History

Ground Swell Capital’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
2024 Q4	–	Sell	-6,728	Closed	-$206K	–	254
2024 Q3	$206K	Buy	+6,728	New	+$198K	0.18%	94

Other funds holding SROI

AFA

Arlington Financial Advisors Santa Barbara, California $787M AUM 22.93% 1-Year Est. Return

F8IS

Figure 8 Investment Strategies Boise, Idaho $102M AUM 30.89% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

CWM

Calamos Wealth Management Naperville, Illinois $3.31B AUM 32.95% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CSB

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

Ground Swell Capital's SROI Position: Q4 2024 in Review

Ground Swell Capital sold out of Calamos Antetokounmpo Global Sustainable Equities ETF (SROI) in Q4 2024, closing a stake of 6,728 shares — an estimated $206K sold.

Ground Swell Capital first reported a position in SROI in Q3 2024 and held it in 1 quarter. The position peaked at $206K in Q3 2024. 7 funds tracked by Wall St. Rank hold SROI as of Q4 2024.

Ground Swell Capital reported no remaining Calamos Antetokounmpo Global Sustainable Equities ETF position as of Q4 2024 after selling out during the quarter.
Ground Swell Capital sold 6,728 Calamos Antetokounmpo Global Sustainable Equities ETF shares in Q4 2024, an estimated $206K.
Ground Swell Capital first reported a position in Calamos Antetokounmpo Global Sustainable Equities ETF in Q3 2024 and held it in 1 quarter.
Ground Swell Capital's Calamos Antetokounmpo Global Sustainable Equities ETF position peaked at $206K in Q3 2024.
7 funds tracked by Wall St. Rank held Calamos Antetokounmpo Global Sustainable Equities ETF as of Q4 2024.

Based on Ground Swell Capital's 13F filing for Q4 2024, filed 14 Feb 2025.