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Cetera Advisor Networks’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Cetera Advisor Networks’s Portfolio CVSB Stock Details CVSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		$206K Hold
4,100
– – ﹤0.01% 2570
2023
Q4 		$206K Buy
+4,100
New +$206K ﹤0.01% 2521

Other funds holding CVSB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VFG
Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
PA
Prism Advisors Studio City, California $412M AUM 20.58% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Cetera Advisor Networks's CVSB Position: Q1 2024 in Review

Cetera Advisor Networks held its Calvert Ultra-Short Investment Grade ETF (CVSB) position steady in Q1 2024 at 4,100 shares worth $206K. The position accounts for ﹤0.01% of the portfolio, ranked #2570.

Cetera Advisor Networks first reported a position in CVSB in Q4 2023 and has held it in 2 quarters since. 12 funds tracked by Wall St. Rank hold CVSB as of Q1 2024.

  • Cetera Advisor Networks held 4,100 shares of Calvert Ultra-Short Investment Grade ETF worth $206K as of Q1 2024.
  • Cetera Advisor Networks left its Calvert Ultra-Short Investment Grade ETF share count unchanged in Q1 2024.
  • Calvert Ultra-Short Investment Grade ETF made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2570 holding.
  • Cetera Advisor Networks first reported a position in Calvert Ultra-Short Investment Grade ETF in Q4 2023 and has held it in 2 quarters since.
  • 12 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.