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

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

NBWM

North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

JAA

Joel Adams & Associates Asheville, North Carolina $156M AUM 15.16% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

Archer Investment Management's CVMC Position: Q2 2026 in Review

Archer Investment Management reduced its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 7.5% in Q2 2026, selling an estimated $54.3K and leaving 9,376 shares worth $714K. The position accounts for 0.24% of the portfolio, ranked #71.

Archer Investment Management first reported a position in CVMC in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.29M in Q4 2024. 52 funds tracked by Wall St. Rank hold CVMC as of Q2 2026.

Archer Investment Management held 9,376 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $714K as of Q2 2026.
Archer Investment Management sold 764 Calvert US Mid-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $54.3K.
Calvert US Mid-Cap Core Responsible Index ETF made up 0.24% of Archer Investment Management's portfolio in Q2 2026, its #71 holding.
Archer Investment Management first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q4 2024 and has held it in 7 quarters since.
Archer Investment Management's Calvert US Mid-Cap Core Responsible Index ETF position peaked at $5.29M in Q4 2024.
52 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2026.

Based on Archer Investment Management's 13F filing for Q2 2026, filed 7 Jul 2026.