UBS Group
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UBS Group’s Calamos Antetokounmpo Global Sustainable Equities ETF SROI Stock Holding History

UBS Group’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
Q3 		– Sell
-165
Closed -$5.27K – 10890
2025
Q2 		$5.27K Sell
165
-127
-43% -$3.79K ﹤0.01% 9189
2025
Q1 		$8.37K Sell
292
-435
-60% -$12.8K ﹤0.01% 8761
2024
Q4 		$21.1K Sell
727
-631
-46% -$18.9K ﹤0.01% 7832
2024
Q3 		$41.5K Buy
+1,358
New +$40K ﹤0.01% 6933

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
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
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
SA
Scarborough Advisors Annapolis, Maryland $871M AUM 21.96% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
CSB
City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

UBS Group's SROI Position: Q3 2025 in Review

UBS Group sold out of Calamos Antetokounmpo Global Sustainable Equities ETF (SROI) in Q3 2025, closing a stake of 165 shares — an estimated $5.27K sold.

UBS Group first reported a position in SROI in Q3 2024 and held it in 4 quarters. The position peaked at $41.5K in Q3 2024. 9 funds tracked by Wall St. Rank hold SROI as of Q3 2025.

  • UBS Group reported no remaining Calamos Antetokounmpo Global Sustainable Equities ETF position as of Q3 2025 after selling out during the quarter.
  • UBS Group sold 165 Calamos Antetokounmpo Global Sustainable Equities ETF shares in Q3 2025, an estimated $5.27K.
  • UBS Group first reported a position in Calamos Antetokounmpo Global Sustainable Equities ETF in Q3 2024 and held it in 4 quarters.
  • UBS Group's Calamos Antetokounmpo Global Sustainable Equities ETF position peaked at $41.5K in Q3 2024.
  • 9 funds tracked by Wall St. Rank held Calamos Antetokounmpo Global Sustainable Equities ETF as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.