Ethos Financial Group’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

Ethos Financial Group’s Portfolio CVSB Stock Details CVSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$223K	Buy	+4,398	New	+$223K	0.01%	548

Other funds holding CVSB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

MWM

Moran Wealth Management Naples, Florida $3.67B AUM 36.71% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

VFG

Valley Financial Group Ambler, Pennsylvania $203M AUM 16.65% 1-Year Est. Return

PWM

Perigon Wealth Management San Francisco, California $6.36B AUM 28.76% 1-Year Est. Return

Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return

Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return

Ethos Financial Group's CVSB Position: Q2 2026 in Review

Ethos Financial Group opened a new position in Calvert Ultra-Short Investment Grade ETF (CVSB) in Q2 2026: 4,398 shares worth $223K. The stake represents 0.01% of the portfolio and ranks #548 among its holdings.

49 funds tracked by Wall St. Rank hold CVSB as of Q2 2026.

Ethos Financial Group held 4,398 shares of Calvert Ultra-Short Investment Grade ETF worth $223K as of Q2 2026.
Calvert Ultra-Short Investment Grade ETF was a new Ethos Financial Group position in Q2 2026.
Calvert Ultra-Short Investment Grade ETF made up 0.01% of Ethos Financial Group's portfolio in Q2 2026, its #548 holding.
49 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.