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

Collaborative Wealth Management’s Portfolio CVMC Stock Details CVMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$227K	Buy	3,544 +48	+1%	+$3.18K	0.1%	136
2025 Q4	$224K	Sell	3,496 -2	-0.1%	-$127	0.08%	211
2025 Q3	$222K	Sell	3,498 -906	-21%	-$56.6K	0.09%	170
2025 Q2	$267K	Sell	4,404 -651	-13%	-$37.3K	0.12%	146
2025 Q1	$287K	Buy	+5,055	New	+$302K	0.13%	126

Other funds holding CVMC

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

NBWM

North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return

JAA

Joel Adams & Associates Asheville, North Carolina $135M AUM 10.83% 1-Year Est. Return

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Collaborative Wealth Management increased its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 1.4% in Q1 2026, buying an estimated $3.18K and bringing the position to 3,544 shares worth $227K. The position accounts for 0.1% of the portfolio, ranked #136.

Collaborative Wealth Management first reported a position in CVMC in Q1 2025 and has held it in 5 quarters since. The position peaked at $287K in Q1 2025. 44 funds tracked by Wall St. Rank hold CVMC as of Q1 2026.

Collaborative Wealth Management held 3,544 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $227K as of Q1 2026.
Collaborative Wealth Management bought 48 Calvert US Mid-Cap Core Responsible Index ETF shares in Q1 2026, an estimated $3.18K.
Calvert US Mid-Cap Core Responsible Index ETF made up 0.1% of Collaborative Wealth Management's portfolio in Q1 2026, its #136 holding.
Collaborative Wealth Management first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q1 2025 and has held it in 5 quarters since.
Collaborative Wealth Management's Calvert US Mid-Cap Core Responsible Index ETF position peaked at $287K in Q1 2025.
44 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q1 2026.

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