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

Founders Financial Alliance’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	$9.06K	Hold	119	–	–	﹤0.01%	697
2026 Q1	$7.62K	Hold	119	–	–	﹤0.01%	655
2025 Q4	$7.63K	Hold	119	–	–	﹤0.01%	526
2025 Q3	$7.56K	Buy	+119	New	+$7.43K	﹤0.01%	626

Other funds holding CVMC

FPF

First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

NBWM

North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

JAA

Joel Adams & Associates Asheville, North Carolina $156M AUM 15.16% 1-Year Est. Return

DAS

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

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

MAC

Mason & Associates (California) Los Angeles, California $619M AUM 29.44% 1-Year Est. Return

AIM

Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return

PAG

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

Founders Financial Alliance's CVMC Position: Q2 2026 in Review

Founders Financial Alliance held its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) position steady in Q2 2026 at 119 shares worth $9.06K. The position accounts for ﹤0.01% of the portfolio, ranked #697.

Founders Financial Alliance first reported a position in CVMC in Q3 2025 and has held it in 4 quarters since. 30 funds tracked by Wall St. Rank hold CVMC as of Q2 2026.

Founders Financial Alliance held 119 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $9.06K as of Q2 2026.
Founders Financial Alliance left its Calvert US Mid-Cap Core Responsible Index ETF share count unchanged in Q2 2026.
Calvert US Mid-Cap Core Responsible Index ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #697 holding.
Founders Financial Alliance first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q3 2025 and has held it in 4 quarters since.
30 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.