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

Ameriprise’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	$24M	Sell	299,244 -16,177	-5%	-$1.36M	0.01%	1289
2025 Q4	$26.6M	Sell	315,421 -11,492	-4%	-$959K	0.01%	1223
2025 Q3	$26.8M	Sell	326,913 -8,792	-3%	-$696K	0.01%	1205
2025 Q2	$25.7M	Sell	335,705 -1,111	-0.3%	-$78.5K	0.01%	1203
2025 Q1	$23.2M	Buy	336,816 +82,967	+33%	+$6.08M	0.01%	1225
2024 Q4	$18.6M	Sell	253,849 -5,635	-2%	-$416K	﹤0.01%	1377
2024 Q3	$18.6M	Buy	259,484 +100,555	+63%	+$6.93M	﹤0.01%	1375
2024 Q2	$10.8M	Buy	158,929 +155,495	+4,528%	+$10.2M	﹤0.01%	1679
2024 Q1	$225K	Buy	+3,434	New	+$214K	﹤0.01%	3659

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 $12.7B AUM 17.31% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JAA

Joel Adams & Associates Asheville, North Carolina $156M AUM 15.16% 1-Year Est. Return

Ameriprise's CVLC Position: Q1 2026 in Review

Ameriprise reduced its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 5.1% in Q1 2026, selling an estimated $1.36M and leaving 299,244 shares worth $24M. The position accounts for 0.01% of the portfolio, ranked #1289.

Ameriprise first reported a position in CVLC in Q1 2024 and has held it in 9 quarters since. The position peaked at $26.8M in Q3 2025. 74 funds tracked by Wall St. Rank hold CVLC as of Q1 2026.

Ameriprise held 299,244 shares of Calvert US Large-Cap Core Responsible Index ETF worth $24M as of Q1 2026.
Ameriprise sold 16,177 Calvert US Large-Cap Core Responsible Index ETF shares in Q1 2026, an estimated $1.36M.
Calvert US Large-Cap Core Responsible Index ETF made up 0.01% of Ameriprise's portfolio in Q1 2026, its #1289 holding.
Ameriprise first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q1 2024 and has held it in 9 quarters since.
Ameriprise's Calvert US Large-Cap Core Responsible Index ETF position peaked at $26.8M in Q3 2025.
74 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q1 2026.

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