Allworth Financial’s Calvert US Select Equity ETF CVSE Stock Holding History

Allworth Financial’s Portfolio CVSE Stock Details CVSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-41	Closed	-$3.05K	–	5072
2025 Q3	$3.05K	Hold	41	–	–	﹤0.01%	3813
2025 Q2	$2.91K	Hold	41	–	–	﹤0.01%	3549
2025 Q1	$2.6K	Hold	41	–	–	﹤0.01%	3099
2024 Q4	$2.87K	Buy	+41	New	+$2.84K	﹤0.01%	3013

Allworth Financial's CVSE Position: Q4 2025 in Review

Allworth Financial sold out of Calvert US Select Equity ETF (CVSE) in Q4 2025, closing a stake of 41 shares — an estimated $3.05K sold.

Allworth Financial first reported a position in CVSE in Q4 2024 and held it in 4 quarters. The position peaked at $3.05K in Q3 2025. 0 funds tracked by Wall St. Rank hold CVSE as of Q4 2025.

Allworth Financial reported no remaining Calvert US Select Equity ETF position as of Q4 2025 after selling out during the quarter.
Allworth Financial sold 41 Calvert US Select Equity ETF shares in Q4 2025, an estimated $3.05K.
Allworth Financial first reported a position in Calvert US Select Equity ETF in Q4 2024 and held it in 4 quarters.
Allworth Financial's Calvert US Select Equity ETF position peaked at $3.05K in Q3 2025.
0 funds tracked by Wall St. Rank held Calvert US Select Equity ETF as of Q4 2025.

Based on Allworth Financial's 13F filing for Q4 2025, filed 5 Feb 2026.