Cetera Investment Advisers
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Cetera Investment Advisers’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Cetera Investment Advisers’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 		$805K Buy
8,516
+1,256
+17% +$114K ﹤0.01% 3245
2026
Q1 		$581K Buy
7,260
+3,545
+95% +$298K ﹤0.01% 3365
2025
Q4 		$313K Buy
3,715
+980
+36% +$81.8K ﹤0.01% 3869
2025
Q3 		$224K Buy
2,735
+4
+0.1% +$317 ﹤0.01% 4075
2025
Q2 		$209K Buy
+2,731
New +$193K ﹤0.01% 3695
2024
Q4 		– Sell
-3,198
Closed -$229K – 3806
2024
Q3 		$229K Buy
+3,198
New +$220K ﹤0.01% 3288

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
Focus Partners Wealth
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

Cetera Investment Advisers's CVLC Position: Q2 2026 in Review

Cetera Investment Advisers increased its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 17% in Q2 2026, buying an estimated $114K and bringing the position to 8,516 shares worth $805K. The position accounts for ﹤0.01% of the portfolio, ranked #3245.

Cetera Investment Advisers first reported a position in CVLC in Q3 2024 and has held it in 6 quarters since. 90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

  • Cetera Investment Advisers held 8,516 shares of Calvert US Large-Cap Core Responsible Index ETF worth $805K as of Q2 2026.
  • Cetera Investment Advisers bought 1,256 Calvert US Large-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $114K.
  • Calvert US Large-Cap Core Responsible Index ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q2 2026, its #3245 holding.
  • Cetera Investment Advisers first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q3 2024 and has held it in 6 quarters since.
  • 90 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.