AIM
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Archer Investment Management’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

Archer Investment Management’s Portfolio CVMC Stock Details CVMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$714K Sell
9,376
-764
-8% -$54.3K 0.24% 71
2026
Q1 		$649K Sell
10,140
-29,468
-74% -$1.95M 0.27% 64
2025
Q4 		$2.54M Sell
39,608
-10,987
-22% -$700K 1.37% 23
2025
Q3 		$3.21M Sell
50,595
-294
-0.6% -$18.4K 1.97% 17
2025
Q2 		$3.09M Sell
50,889
-14,941
-23% -$856K 2.24% 12
2025
Q1 		$3.73M Sell
65,830
-23,188
-26% -$1.39M 2.58% 12
2024
Q4 		$5.29M Buy
+89,018
New +$5.46M 3.26% 10

Other funds holding CVMC

DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return