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Allworth Financial’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Allworth Financial’s Portfolio CVLC Stock Details CVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-40
Closed -$3.37K – 5228
2025
Q4 		$3.37K Hold
40
– – ﹤0.01% 3920
2025
Q3 		$3.27K Hold
40
– – ﹤0.01% 3781
2025
Q2 		$3.06K Hold
40
– – ﹤0.01% 3524
2025
Q1 		$2.7K Hold
40
– – ﹤0.01% 3079
2024
Q4 		$3.05K Buy
+40
New +$2.95K ﹤0.01% 2982

Other funds holding CVLC

SIF
State Insurance Fund New York $255M AUM 23.43% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Allworth Financial's CVLC Position: Q1 2026 in Review

Allworth Financial sold out of Calvert US Large-Cap Core Responsible Index ETF (CVLC) in Q1 2026, closing a stake of 40 shares — an estimated $3.37K sold.

Allworth Financial first reported a position in CVLC in Q4 2024 and held it in 5 quarters. The position peaked at $3.37K in Q4 2025. 75 funds tracked by Wall St. Rank hold CVLC as of Q1 2026.

  • Allworth Financial reported no remaining Calvert US Large-Cap Core Responsible Index ETF position as of Q1 2026 after selling out during the quarter.
  • Allworth Financial sold 40 Calvert US Large-Cap Core Responsible Index ETF shares in Q1 2026, an estimated $3.37K.
  • Allworth Financial first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q4 2024 and held it in 5 quarters.
  • Allworth Financial's Calvert US Large-Cap Core Responsible Index ETF position peaked at $3.37K in Q4 2025.
  • 75 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q1 2026.

Based on Allworth Financial's 13F filing for Q1 2026, filed 15 May 2026.