AWM
CVSB icon

Apollon Wealth Management’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Apollon Wealth Management’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 		$329K Buy
6,502
+40
+0.6% +$2.03K ﹤0.01% 1214
2026
Q1 		$327K Hold
6,462
– – 0.01% 1068
2025
Q4 		$328K Buy
+6,462
New +$328K 0.01% 1024

Other funds holding CVSB

PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
MAC
Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return
SAM
Secure Asset Management Troy, Michigan $714M AUM 27.91% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
TFM
TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

Apollon Wealth Management's CVSB Position: Q2 2026 in Review

Apollon Wealth Management increased its Calvert Ultra-Short Investment Grade ETF (CVSB) stake by 0.62% in Q2 2026, buying an estimated $2.03K and bringing the position to 6,502 shares worth $329K. The position accounts for ﹤0.01% of the portfolio, ranked #1214.

Apollon Wealth Management first reported a position in CVSB in Q4 2025 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold CVSB as of Q2 2026.

  • Apollon Wealth Management held 6,502 shares of Calvert Ultra-Short Investment Grade ETF worth $329K as of Q2 2026.
  • Apollon Wealth Management bought 40 Calvert Ultra-Short Investment Grade ETF shares in Q2 2026, an estimated $2.03K.
  • Calvert Ultra-Short Investment Grade ETF made up ﹤0.01% of Apollon Wealth Management's portfolio in Q2 2026, its #1214 holding.
  • Apollon Wealth Management first reported a position in Calvert Ultra-Short Investment Grade ETF in Q4 2025 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.