Carson Wealth (CWM LLC)
CVLC icon

Carson Wealth (CWM LLC)’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Carson Wealth (CWM LLC)’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
Q1 		$6.07M Buy
75,860
+6,675
+10% +$560K 0.02% 734
2025
Q4 		$5.83M Buy
69,185
+4,446
+7% +$371K 0.02% 717
2025
Q3 		$5.3M Buy
64,739
+16,161
+33% +$1.28M 0.02% 691
2025
Q2 		$3.72M Buy
48,578
+48,441
+35,358% +$3.42M 0.01% 689
2025
Q1 		$9K Hold
137
– – ﹤0.01% 4150
2024
Q4 		$10K Buy
+137
New +$10.1K ﹤0.01% 3850

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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 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
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CVLC Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 9.6% in Q1 2026, buying an estimated $560K and bringing the position to 75,860 shares worth $6.07M. The position accounts for 0.02% of the portfolio, ranked #734.

Carson Wealth (CWM LLC) first reported a position in CVLC in Q4 2024 and has held it in 6 quarters since. 75 funds tracked by Wall St. Rank hold CVLC as of Q1 2026.

  • Carson Wealth (CWM LLC) held 75,860 shares of Calvert US Large-Cap Core Responsible Index ETF worth $6.07M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 6,675 Calvert US Large-Cap Core Responsible Index ETF shares in Q1 2026, an estimated $560K.
  • Calvert US Large-Cap Core Responsible Index ETF made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #734 holding.
  • Carson Wealth (CWM LLC) first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q4 2024 and has held it in 6 quarters since.
  • 75 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.