CWM
CVLC icon

Collaborative Wealth Management’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Collaborative Wealth Management’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 		$326K Hold
3,455
– – 0.14% 116
2026
Q1 		$277K Sell
3,455
-8
-0.2% -$671 0.13% 119
2025
Q4 		$292K Sell
3,463
-16
-0.5% -$1.33K 0.1% 168
2025
Q3 		$285K Sell
3,479
-110
-3% -$8.71K 0.12% 152
2025
Q2 		$275K Sell
3,589
-473
-12% -$33.4K 0.12% 144
2025
Q1 		$280K Sell
4,062
-282
-6% -$20.7K 0.13% 129
2024
Q4 		$319K Buy
+4,344
New +$320K 0.14% 124

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

Collaborative Wealth Management's CVLC Position: Q2 2026 in Review

Collaborative Wealth Management held its Calvert US Large-Cap Core Responsible Index ETF (CVLC) position steady in Q2 2026 at 3,455 shares worth $326K. The position accounts for 0.14% of the portfolio, ranked #116.

Collaborative Wealth Management first reported a position in CVLC in Q4 2024 and has held it in 7 quarters since. 90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

  • Collaborative Wealth Management held 3,455 shares of Calvert US Large-Cap Core Responsible Index ETF worth $326K as of Q2 2026.
  • Collaborative Wealth Management left its Calvert US Large-Cap Core Responsible Index ETF share count unchanged in Q2 2026.
  • Calvert US Large-Cap Core Responsible Index ETF made up 0.14% of Collaborative Wealth Management's portfolio in Q2 2026, its #116 holding.
  • Collaborative Wealth Management first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q4 2024 and has held it in 7 quarters since.
  • 90 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on Collaborative Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.