Brinker Capital Investments’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Brinker Capital Investments’s Portfolio CVLC Stock Details CVLC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.22M	Sell	12,953 -876	-6%	-$79.2K	0.01%	1043
2026 Q1	$1.11M	Sell	13,829 -496	-3%	-$41.6K	0.01%	1064
2025 Q4	$1.21M	Buy	14,325 +974	+7%	+$81.3K	0.01%	1141
2025 Q3	$1.09M	Buy	13,351 +29	+0.2%	+$2.3K	0.01%	1178
2025 Q2	$1.02M	Sell	13,322 -2,203	-14%	-$156K	0.01%	1182
2025 Q1	$1.07M	Sell	15,525 -2,599	-14%	-$190K	0.01%	1053
2024 Q4	$1.33M	Sell	18,124 -906	-5%	-$66.8K	0.01%	900
2024 Q3	$1.36M	Sell	19,030 -1,605	-8%	-$111K	0.01%	883
2024 Q2	$1.4M	Sell	20,635 -4,122	-17%	-$269K	0.01%	818
2024 Q1	$1.62M	Sell	24,757 -2,295	-8%	-$143K	0.02%	758
2023 Q4	$1.61M	Buy	27,052 +2,366	+10%	+$131K	0.02%	737
2023 Q3	$1.31M	Buy	+24,686	New	+$1.37M	0.02%	799

Other funds holding CVLC

SIF

State Insurance Fund New York $255M AUM 23.43% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

JAA

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

Brinker Capital Investments's CVLC Position: Q2 2026 in Review

Brinker Capital Investments reduced its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 6.3% in Q2 2026, selling an estimated $79.2K and leaving 12,953 shares worth $1.22M. The position accounts for 0.01% of the portfolio, ranked #1043.

Brinker Capital Investments first reported a position in CVLC in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.62M in Q1 2024. 90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

Brinker Capital Investments held 12,953 shares of Calvert US Large-Cap Core Responsible Index ETF worth $1.22M as of Q2 2026.
Brinker Capital Investments sold 876 Calvert US Large-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $79.2K.
Calvert US Large-Cap Core Responsible Index ETF made up 0.01% of Brinker Capital Investments's portfolio in Q2 2026, its #1043 holding.
Brinker Capital Investments first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q3 2023 and has held it in 12 quarters since.
Brinker Capital Investments's Calvert US Large-Cap Core Responsible Index ETF position peaked at $1.62M in Q1 2024.
90 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.