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Aptus Capital Advisors’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Aptus Capital Advisors’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 		$10.1K Hold
200
– – ﹤0.01% 1597
2026
Q1 		$10.1K Buy
+200
New +$10.2K ﹤0.01% 1487

Other funds holding CVSB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return
MWM
Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $203M AUM 16.65% 1-Year Est. Return
PWM
Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

Aptus Capital Advisors's CVSB Position: Q2 2026 in Review

Aptus Capital Advisors held its Calvert Ultra-Short Investment Grade ETF (CVSB) position steady in Q2 2026 at 200 shares worth $10.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1597.

Aptus Capital Advisors first reported a position in CVSB in Q1 2026 and has held it in 2 quarters since. 49 funds tracked by Wall St. Rank hold CVSB as of Q2 2026.

  • Aptus Capital Advisors held 200 shares of Calvert Ultra-Short Investment Grade ETF worth $10.1K as of Q2 2026.
  • Aptus Capital Advisors left its Calvert Ultra-Short Investment Grade ETF share count unchanged in Q2 2026.
  • Calvert Ultra-Short Investment Grade ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1597 holding.
  • Aptus Capital Advisors first reported a position in Calvert Ultra-Short Investment Grade ETF in Q1 2026 and has held it in 2 quarters since.
  • 49 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.