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

Creative Planning’s Portfolio CVLC Stock Details CVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.13M Hold
40,880
– – ﹤0.01% 1001
2025
Q1 		$2.82M Hold
40,880
– – ﹤0.01% 973
2024
Q4 		$3M Buy
+40,880
New +$3M ﹤0.01% 897