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icono de CVSB

Calvert Ultra-Short Investment Grade ETF
CVSB

Nombre Posición Valor operado Cambio en
acciones 		Cambio en la
participación
Kestra Advisory Services
26
Kestra Advisory Services
Texas
USD 403 k +USD 404 k +7,968 Nuevas
Secure Asset Management
27
Secure Asset Management
Michigan
USD 369 k -USD 5.83 k -115 -2%
Global Retirement Partners
28
Global Retirement Partners
California
USD 364 k +USD 364 k +7,179 Nuevas
Gemmer Asset Management
29
Gemmer Asset Management
California
USD 356 k +USD 3.65 k +72 +1%
Goldman Sachs
30
Goldman Sachs
New York
USD 355 k -USD 6.77 M -133,614 -95%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
USD 351 k +USD 29.2 k +577 +9%
Apollon Wealth Management
32
Apollon Wealth Management
South Carolina
USD 329 k +USD 2.03 k +40 +0.6%
Focus Partners Wealth
33
Focus Partners Wealth
Massachusetts
USD 285 k -USD 10 k -198 -3%
Citadel Advisors
34
Citadel Advisors
Florida
USD 275 k +USD 275 k +5,424 Nuevas
Brookwood Investment Group
35
Brookwood Investment Group
Arizona
USD 235 k – – –
RP
36
Riverwater Partners
Wisconsin
USD 233 k -USD 12.9 k -255 -5%
PFS
37
Professional Financial Solutions
Virginia
USD 224 k +USD 225 k +4,430 Nuevas
Ethos Financial Group
38
Ethos Financial Group
Pennsylvania
USD 223 k +USD 223 k +4,398 Nuevas
Gladstone Institutional Advisory
39
Gladstone Institutional Advisory
Florida
USD 219 k – – –
Tectonic Advisors
40
Tectonic Advisors
Texas
USD 207 k +USD 207 k +4,078 Nuevas
Harbour Investments
41
Harbour Investments
Wisconsin
USD 151 k +USD 7.55 k +149 +5%
NewEdge Advisors
42
NewEdge Advisors
Louisiana
USD 104 k +USD 104 k +2,052 Nuevas
APFP
43
Action Point Financial Planning
Michigan
USD 99.4 k +USD 99.5 k +1,962 Nuevas
TFC Financial Management
44
TFC Financial Management
Massachusetts
USD 39.6 k -USD 6.59 k -130 -14%
Smartleaf Asset Management
45
Smartleaf Asset Management
Massachusetts
USD 15.5 k – – –
Ameritas Advisory Services
46
Ameritas Advisory Services
Nebraska
USD 14 k +USD 14 k +276 Nuevas
Aptus Capital Advisors
47
Aptus Capital Advisors
Alabama
USD 10.1 k – – –
GFA
48
Godfrey Financial Associates
New York
USD 7.65 k – – –
UBS Group
49
UBS Group
Switzerland
USD 5.98 k +USD 5.98 k +118 Nuevas
SFP
50
Strategic Financial Planning
Texas
– -USD 1.35 M -50,704 Cerradas
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