Creative Financial Designs
CVMC icon

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

Creative Financial Designs’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
Q3 		$84.9K Buy
+1,164
New +$88.6K ﹤0.01% 920

Other funds holding CVMC

First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
North Berkeley Wealth Management
North Berkeley Wealth Management Berkeley, California $258M AUM 15.55% 1-Year Est. Return
TFC Financial Management
TFC Financial Management Boston, Massachusetts $893M AUM 15.25% 1-Year Est. Return
Boulay Financial Advisors
Boulay Financial Advisors Eden Prairie, Minnesota $2.03B AUM 17.86% 1-Year Est. Return
Natural Investments
Natural Investments Windsor, California $471M AUM 21.91% 1-Year Est. Return
Joel Adams & Associates
Joel Adams & Associates Asheville, North Carolina $158M AUM 8.2% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

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

Creative Financial Designs opened a new position in Calvert US Mid-Cap Core Responsible Index ETF (CVMC) in Q3 2026: 1,164 shares worth $84.9K. The stake represents ﹤0.01% of the portfolio and ranks #920 among its holdings.

46 funds tracked by Wall St. Rank hold CVMC as of Q3 2026.

  • Creative Financial Designs held 1,164 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $84.9K as of Q3 2026.
  • Calvert US Mid-Cap Core Responsible Index ETF was a new Creative Financial Designs position in Q3 2026.
  • Calvert US Mid-Cap Core Responsible Index ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q3 2026, its #920 holding.
  • 46 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q3 2026.

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