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Action Point Financial Planning’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Action Point Financial Planning’s Portfolio CVSB Stock Details CVSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$99.4K Buy
+1,962
New +$99.5K 0.01% 603

Other funds holding CVSB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $203M AUM 16.65% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

Action Point Financial Planning's CVSB Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Calvert Ultra-Short Investment Grade ETF (CVSB) in Q2 2026: 1,962 shares worth $99.4K. The stake represents 0.01% of the portfolio and ranks #603 among its holdings.

49 funds tracked by Wall St. Rank hold CVSB as of Q2 2026.

  • Action Point Financial Planning held 1,962 shares of Calvert Ultra-Short Investment Grade ETF worth $99.4K as of Q2 2026.
  • Calvert Ultra-Short Investment Grade ETF was a new Action Point Financial Planning position in Q2 2026.
  • Calvert Ultra-Short Investment Grade ETF made up 0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #603 holding.
  • 49 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.