AAS
CVSE

Ameritas Advisory Services’s Calvert US Select Equity ETF CVSE Stock Holding History

Ameritas Advisory Services’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
Q3 		– Sell
-320
Closed -$22.7K – 2284
2025
Q2 		$22.7K Buy
+320
New +$21.1K ﹤0.01% 1688

Other funds holding CVSE

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Ameritas Advisory Services's CVSE Position: Q3 2025 in Review

Ameritas Advisory Services sold out of Calvert US Select Equity ETF (CVSE) in Q3 2025, closing a stake of 320 shares — an estimated $22.7K sold.

Ameritas Advisory Services first reported a position in CVSE in Q2 2025 and held it in 1 quarter. The position peaked at $22.7K in Q2 2025. 9 funds tracked by Wall St. Rank hold CVSE as of Q3 2025.

  • Ameritas Advisory Services reported no remaining Calvert US Select Equity ETF position as of Q3 2025 after selling out during the quarter.
  • Ameritas Advisory Services sold 320 Calvert US Select Equity ETF shares in Q3 2025, an estimated $22.7K.
  • Ameritas Advisory Services first reported a position in Calvert US Select Equity ETF in Q2 2025 and held it in 1 quarter.
  • Ameritas Advisory Services's Calvert US Select Equity ETF position peaked at $22.7K in Q2 2025.
  • 9 funds tracked by Wall St. Rank held Calvert US Select Equity ETF as of Q3 2025.

Based on Ameritas Advisory Services's 13F filing for Q3 2025, filed 6 Nov 2025.