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CVLC icon

Fulcrum Capital’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Fulcrum Capital’s Portfolio CVLC Stock Details CVLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.55M Sell
27,019
-347
-1% -$31.4K 0.52% 41
2026
Q1 		$2.19M Buy
27,366
+2,173
+9% +$182K 0.48% 40
2025
Q4 		$2.12M Buy
25,193
+94
+0.4% +$7.84K 0.43% 41
2025
Q3 		$2.05M Buy
25,099
+307
+1% +$24.3K 0.42% 39
2025
Q2 		$1.9M Buy
24,792
+2,244
+10% +$159K 0.4% 40
2025
Q1 		$1.55M Buy
22,548
+6,830
+43% +$500K 0.34% 44
2024
Q4 		$1.15M Buy
15,718
+235
+2% +$17.3K 0.24% 49
2024
Q3 		$1.11M Buy
15,483
+114
+0.7% +$7.86K 0.24% 50
2024
Q2 		$1.04M Buy
15,369
+11,016
+253% +$720K 0.24% 48
2024
Q1 		$286K Buy
+4,353
New +$272K 0.07% 93

Other funds holding CVLC

SIF
State Insurance Fund New York $255M AUM 23.43% 1-Year Est. Return
WANY
Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
RF
Rossby Financial Melbourne, Florida $547M AUM 30.65% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
OAJ
Ogorek Anthony Joseph Williamsville, New York $403M AUM 22.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
JAA
Joel Adams & Associates Asheville, North Carolina $156M AUM 15.16% 1-Year Est. Return

Fulcrum Capital's CVLC Position: Q2 2026 in Review

Fulcrum Capital reduced its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 1.3% in Q2 2026, selling an estimated $31.4K and leaving 27,019 shares worth $2.55M. The position accounts for 0.52% of the portfolio, ranked #41.

Fulcrum Capital first reported a position in CVLC in Q1 2024 and has held it in 10 quarters since. 90 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

  • Fulcrum Capital held 27,019 shares of Calvert US Large-Cap Core Responsible Index ETF worth $2.55M as of Q2 2026.
  • Fulcrum Capital sold 347 Calvert US Large-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $31.4K.
  • Calvert US Large-Cap Core Responsible Index ETF made up 0.52% of Fulcrum Capital's portfolio in Q2 2026, its #41 holding.
  • Fulcrum Capital first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q1 2024 and has held it in 10 quarters since.
  • 90 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on Fulcrum Capital's 13F filing for Q2 2026, filed 21 Jul 2026.