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
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 $216M AUM 16.13% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $12.7B AUM 17.31% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Collaborative Wealth Management's CVLC Position: Q1 2026 in Review

Collaborative Wealth Management reduced its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 0.23% in Q1 2026, selling an estimated $671 and leaving 3,455 shares worth $277K. The position accounts for 0.13% of the portfolio, ranked #119.

Collaborative Wealth Management first reported a position in CVLC in Q4 2024 and has held it in 6 quarters since. The position peaked at $319K in Q4 2024. 74 funds tracked by Wall St. Rank hold CVLC as of Q1 2026.

  • Collaborative Wealth Management held 3,455 shares of Calvert US Large-Cap Core Responsible Index ETF worth $277K as of Q1 2026.
  • Collaborative Wealth Management sold 8 Calvert US Large-Cap Core Responsible Index ETF shares in Q1 2026, an estimated $671.
  • Calvert US Large-Cap Core Responsible Index ETF made up 0.13% of Collaborative Wealth Management's portfolio in Q1 2026, its #119 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 6 quarters since.
  • Collaborative Wealth Management's Calvert US Large-Cap Core Responsible Index ETF position peaked at $319K in Q4 2024.
  • 74 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q1 2026.

Based on Collaborative Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.