Cambridge Investment Research Advisors
CVSE

Cambridge Investment Research Advisors’s Calvert US Select Equity ETF CVSE Stock Holding History

Cambridge Investment Research Advisors’s Portfolio CVSE Stock Details CVSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-3,102
Closed -$200K – 3652
2025
Q1 		$200K Buy
+3,102
New +$210K ﹤0.01% 3208

Other funds holding CVSE

Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
AIA
Arbor Investment Advisors Winston Salem, North Carolina $883M AUM 17.9% 1-Year Est. Return
JSW
Journey Strategic Wealth Summit, New Jersey $4.03B AUM 33.12% 1-Year Est. Return
RDFA
Ritter Daniher Financial Advisory Cincinnati, Ohio $657M AUM 20.27% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cambridge Investment Research Advisors's CVSE Position: Q2 2025 in Review

Cambridge Investment Research Advisors sold out of Calvert US Select Equity ETF (CVSE) in Q2 2025, closing a stake of 3,102 shares — an estimated $200K sold.

Cambridge Investment Research Advisors first reported a position in CVSE in Q1 2025 and held it in 1 quarter. The position peaked at $200K in Q1 2025. 10 funds tracked by Wall St. Rank hold CVSE as of Q2 2025.

  • Cambridge Investment Research Advisors reported no remaining Calvert US Select Equity ETF position as of Q2 2025 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 3,102 Calvert US Select Equity ETF shares in Q2 2025, an estimated $200K.
  • Cambridge Investment Research Advisors first reported a position in Calvert US Select Equity ETF in Q1 2025 and held it in 1 quarter.
  • Cambridge Investment Research Advisors's Calvert US Select Equity ETF position peaked at $200K in Q1 2025.
  • 10 funds tracked by Wall St. Rank held Calvert US Select Equity ETF as of Q2 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.