Apollon Wealth Management
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
Q3 		$330K Buy
6,543
+41
+0.6% +$2.08K ﹤0.01% 1245
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
PFG Investments
PFG Investments Woodbury, New York $2.64B AUM 26.11% 1-Year Est. Return
Rossby Financial
Rossby Financial Melbourne, Florida $673M AUM 21.47% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Natural Investments
Natural Investments Windsor, California $471M AUM 21.91% 1-Year Est. Return

Apollon Wealth Management's CVSB Position: Q3 2026 in Review

Apollon Wealth Management increased its Calvert Ultra-Short Investment Grade ETF (CVSB) stake by 0.63% in Q3 2026, buying an estimated $2.08K and bringing the position to 6,543 shares worth $330K. The position accounts for ﹤0.01% of the portfolio, ranked #1245.

Apollon Wealth Management first reported a position in CVSB in Q4 2025 and has held it in 4 quarters since. 35 funds tracked by Wall St. Rank hold CVSB as of Q3 2026.

  • Apollon Wealth Management held 6,543 shares of Calvert Ultra-Short Investment Grade ETF worth $330K as of Q3 2026.
  • Apollon Wealth Management bought 41 Calvert Ultra-Short Investment Grade ETF shares in Q3 2026, an estimated $2.08K.
  • Calvert Ultra-Short Investment Grade ETF made up ﹤0.01% of Apollon Wealth Management's portfolio in Q3 2026, its #1245 holding.
  • Apollon Wealth Management first reported a position in Calvert Ultra-Short Investment Grade ETF in Q4 2025 and has held it in 4 quarters since.
  • 35 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.