Dynamic Advisor Solutions
CVMC icon

Dynamic Advisor Solutions’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

Dynamic Advisor Solutions’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 		$1.22M Buy
16,729
+258
+2% +$19.6K 0.03% 411
2026
Q2 		$1.25M Buy
16,471
+878
+6% +$62.4K 0.04% 434
2026
Q1 		$998K Buy
15,593
+320
+2% +$21.2K 0.03% 467
2025
Q4 		$979K Buy
+15,273
New +$973K 0.03% 464

Other funds holding CVMC

First Pacific Financial
First Pacific Financial Vancouver, Washington $978M AUM 12.87% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $317M AUM 11.87% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $306M AUM 16.84% 1-Year Est. Return
RPGK
Retirement Planning Group (Kansas) Leawood, Kansas $4.01B AUM 11.74% 1-Year Est. Return
Pathway Financial Advisors
Pathway Financial Advisors South Burlington, Vermont $905M AUM 11.33% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Gemmer Asset Management
Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
Focus Financial Network
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Dynamic Advisor Solutions's CVMC Position: Q3 2026 in Review

Dynamic Advisor Solutions increased its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 1.6% in Q3 2026, buying an estimated $19.6K and bringing the position to 16,729 shares worth $1.22M. The position accounts for 0.03% of the portfolio, ranked #411.

Dynamic Advisor Solutions first reported a position in CVMC in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.25M in Q2 2026. 11 funds tracked by Wall St. Rank hold CVMC as of Q3 2026.

  • Dynamic Advisor Solutions held 16,729 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $1.22M as of Q3 2026.
  • Dynamic Advisor Solutions bought 258 Calvert US Mid-Cap Core Responsible Index ETF shares in Q3 2026, an estimated $19.6K.
  • Calvert US Mid-Cap Core Responsible Index ETF made up 0.03% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #411 holding.
  • Dynamic Advisor Solutions first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q4 2025 and has held it in 4 quarters since.
  • Dynamic Advisor Solutions's Calvert US Mid-Cap Core Responsible Index ETF position peaked at $1.25M in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.