Scarborough Advisors, LLC SROI CALAMOS ETF TR

Ownership history in Scarborough Advisors, LLC  ·  3 quarters on record

AI Ownership Summary

Scarborough Advisors, LLC reported CALAMOS ETF TR (SROI) in 3 quarterly 13F filings from 2025 Q2 through 2026 Q1. The latest visible filing shows SROI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this SROI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Scarborough Advisors, LLC's position in CALAMOS ETF TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

SROI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Scarborough Advisors, LLC held SROI — position size vs. price
% of Fund (quarterly)    SROI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 3 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 195 +1 +0.5% 0.00% $6K 2026-05-07 $36.49
2025 Q4 UNCHANGED 194 0% 0.00% $6K 2026-02-17 $34.63
2025 Q2 INITIATED 194 0.00% $6K 2025-08-05 $31.44

FAQ About Scarborough Advisors, LLC and SROI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Scarborough Advisors, LLC reported owning SROI?

Scarborough Advisors, LLC reported SROI across 3 quarterly 13F filings, from 2025 Q2 through 2026 Q1.

What was the largest reported SROI position in Scarborough Advisors, LLC's portfolio?

The largest reported portfolio weight for SROI was 0.00% in 2025 Q2.

What is the latest reported SROI position on this page?

The most recent filing on this page is 2026 Q1, when Scarborough Advisors, LLC reported 195 shares, equal to 0.00% of portfolio, with an estimated market value of $6K.

What does the chart on this SROI ownership page compare?

The chart compares Scarborough Advisors, LLC's quarterly SROI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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