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
2026 Q2	$749	Buy	+20	New	+$722	﹤0.01%	9735
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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CWM

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Sittner & Nelson Eugene, Oregon $318M AUM 31.11% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

CSB

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

SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return

UBS Group's SROI Position: Q2 2026 in Review

UBS Group opened a new position in Calamos Antetokounmpo Global Sustainable Equities ETF (SROI) in Q2 2026: 20 shares worth $749. The stake represents ﹤0.01% of the portfolio and ranks #9735 among its holdings. This is a return to the name: UBS Group previously reported a position in SROI as recently as Q2 2025.

UBS Group first reported a position in SROI in Q3 2024 and has held it in 5 quarters since. The position peaked at $41.5K in Q3 2024. 10 funds tracked by Wall St. Rank hold SROI as of Q2 2026.

UBS Group held 20 shares of Calamos Antetokounmpo Global Sustainable Equities ETF worth $749 as of Q2 2026.
Calamos Antetokounmpo Global Sustainable Equities ETF was a new UBS Group position in Q2 2026.
Calamos Antetokounmpo Global Sustainable Equities ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9735 holding.
UBS Group first reported a position in Calamos Antetokounmpo Global Sustainable Equities ETF in Q3 2024 and has held it in 5 quarters since.
UBS Group's Calamos Antetokounmpo Global Sustainable Equities ETF position peaked at $41.5K in Q3 2024.
10 funds tracked by Wall St. Rank held Calamos Antetokounmpo Global Sustainable Equities ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.