Creative Financial Designs
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Creative Financial Designs’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Creative Financial Designs’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
Q3 		$118K Buy
+1,244
New +$118K 0.01% 822

Other funds holding CVLC

State Insurance Fund
State Insurance Fund New York $255M AUM 15.6% 1-Year Est. Return
Wilshire Advisors
Wilshire Advisors Santa Monica, California $44.5B AUM 9.21% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Rossby Financial
Rossby Financial Melbourne, Florida $673M AUM 21.47% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Ogorek Anthony Joseph
Ogorek Anthony Joseph Williamsville, New York $403M AUM 15.31% 1-Year Est. Return
Joel Adams & Associates
Joel Adams & Associates Asheville, North Carolina $158M AUM 8.2% 1-Year Est. Return
North Berkeley Wealth Management
North Berkeley Wealth Management Berkeley, California $258M AUM 15.55% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Riverwater Partners
Riverwater Partners Milwaukee, Wisconsin $360M AUM 25.48% 1-Year Est. Return

Creative Financial Designs's CVLC Position: Q3 2026 in Review

Creative Financial Designs opened a new position in Calvert US Large-Cap Core Responsible Index ETF (CVLC) in Q3 2026: 1,244 shares worth $118K. The stake represents 0.01% of the portfolio and ranks #822 among its holdings.

75 funds tracked by Wall St. Rank hold CVLC as of Q3 2026.

  • Creative Financial Designs held 1,244 shares of Calvert US Large-Cap Core Responsible Index ETF worth $118K as of Q3 2026.
  • Calvert US Large-Cap Core Responsible Index ETF was a new Creative Financial Designs position in Q3 2026.
  • Calvert US Large-Cap Core Responsible Index ETF made up 0.01% of Creative Financial Designs's portfolio in Q3 2026, its #822 holding.
  • 75 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q3 2026.

Based on Creative Financial Designs's 13F filing for Q3 2026, filed 4 Nov 2026.