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Wealthspire Advisors (New York)’s Calamos Antetokounmpo Global Sustainable Equities ETF SROI Stock Holding History

Wealthspire Advisors (New York)’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
-160
Closed -$5.29K – 2642
2025
Q3 		$5.29K Buy
+160
New +$5.16K ﹤0.01% 2312

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 $3.31B AUM 32.95% 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

Wealthspire Advisors (New York)'s SROI Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Calamos Antetokounmpo Global Sustainable Equities ETF (SROI) in Q4 2025, closing a stake of 160 shares — an estimated $5.29K sold.

Wealthspire Advisors (New York) first reported a position in SROI in Q3 2025 and held it in 1 quarter. The position peaked at $5.29K in Q3 2025. 8 funds tracked by Wall St. Rank hold SROI as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Calamos Antetokounmpo Global Sustainable Equities ETF position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 160 Calamos Antetokounmpo Global Sustainable Equities ETF shares in Q4 2025, an estimated $5.29K.
  • Wealthspire Advisors (New York) first reported a position in Calamos Antetokounmpo Global Sustainable Equities ETF in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Calamos Antetokounmpo Global Sustainable Equities ETF position peaked at $5.29K in Q3 2025.
  • 8 funds tracked by Wall St. Rank held Calamos Antetokounmpo Global Sustainable Equities ETF as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.