Bensler’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

Bensler’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 Q3	$543K	Buy	+7,441	New	+$567K	0.05%	127

Other funds holding CVMC

First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return

North Berkeley Wealth Management Berkeley, California $258M AUM 15.55% 1-Year Est. Return

TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return

Joel Adams & Associates Asheville, North Carolina $158M AUM 8.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return

RMG Wealth Management Platteville, Wisconsin $967M AUM 11.65% 1-Year Est. Return

Summit Global Investments Bountiful, Utah $2.02B AUM 17.87% 1-Year Est. Return

Bensler's CVMC Position: Q3 2026 in Review

Bensler opened a new position in Calvert US Mid-Cap Core Responsible Index ETF (CVMC) in Q3 2026: 7,441 shares worth $543K. The stake represents 0.05% of the portfolio and ranks #127 among its holdings.

28 funds tracked by Wall St. Rank hold CVMC as of Q3 2026.

Bensler held 7,441 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $543K as of Q3 2026.
Calvert US Mid-Cap Core Responsible Index ETF was a new Bensler position in Q3 2026.
Calvert US Mid-Cap Core Responsible Index ETF made up 0.05% of Bensler's portfolio in Q3 2026, its #127 holding.
28 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q3 2026.

Based on Bensler's 13F filing for Q3 2026, filed 5 Nov 2026.