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

Founders Financial Securities’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	$358K	Sell	4,697 -855	-15%	-$60.7K	0.02%	435
2026 Q1	$374K	Buy	+5,552	New	+$368K	0.02%	412

Other funds holding CVMC

FPF

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

AIP

Ameritas Investment Partners Lincoln, Nebraska $3.75B AUM 46.53% 1-Year Est. Return

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

Founders Financial Securities reduced its Calvert US Mid-Cap Core Responsible Index ETF (CVMC) stake by 15% in Q2 2026, selling an estimated $60.7K and leaving 4,697 shares worth $358K. The position accounts for 0.02% of the portfolio, ranked #435.

Founders Financial Securities first reported a position in CVMC in Q1 2026 and has held it in 2 quarters since. The position peaked at $374K in Q1 2026. 52 funds tracked by Wall St. Rank hold CVMC as of Q2 2026.

Founders Financial Securities held 4,697 shares of Calvert US Mid-Cap Core Responsible Index ETF worth $358K as of Q2 2026.
Founders Financial Securities sold 855 Calvert US Mid-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $60.7K.
Calvert US Mid-Cap Core Responsible Index ETF made up 0.02% of Founders Financial Securities's portfolio in Q2 2026, its #435 holding.
Founders Financial Securities first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q1 2026 and has held it in 2 quarters since.
Founders Financial Securities's Calvert US Mid-Cap Core Responsible Index ETF position peaked at $374K in Q1 2026.
52 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.