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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
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

FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
LCC
Lincoln Capital Corp East Greenwich, Rhode Island $308M AUM 24.88% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
GAM
Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Dynamic Advisor Solutions's CVMC Position: Q2 2026 in Review

Dynamic Advisor Solutions increased its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 5.6% in Q2 2026, buying an estimated $62.4K and bringing the position to 16,471 shares worth $1.25M. The position accounts for 0.04% of the portfolio, ranked #434.

Dynamic Advisor Solutions first reported a position in CVMC in Q4 2025 and has held it in 3 quarters since. 9 funds tracked by Wall St. Rank hold CVMC as of Q2 2026.

  • Dynamic Advisor Solutions held 16,471 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $1.25M as of Q2 2026.
  • Dynamic Advisor Solutions bought 878 Calvert US Mid-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $62.4K.
  • Calvert US Mid-Cap Core Responsible Index ETF made up 0.04% of Dynamic Advisor Solutions's portfolio in Q2 2026, its #434 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 3 quarters since.
  • 9 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.