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GPS Wealth Strategies Group’s Calvert US Mid-Cap Core Responsible Index ETF CVMC Stock Holding History

GPS Wealth Strategies Group’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
2025
Q4 		– Sell
-1,953
Closed -$124K – 772
2025
Q3 		$124K Hold
1,953
– – 0.01% 438
2025
Q2 		$119K Buy
1,953
+426
+28% +$24.4K 0.01% 428
2025
Q1 		$86.6K Hold
1,527
– – 0.01% 491
2024
Q4 		$90.7K Hold
1,527
– – 0.01% 456
2024
Q3 		$91.9K Hold
1,527
– – 0.01% 453
2024
Q2 		$84.2K Buy
+1,527
New +$84.8K 0.01% 423

Other funds holding CVMC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FPF
First Pacific Financial Vancouver, Washington $839M AUM 19.87% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LAMNM
Longview Asset Management (New Mexico) Santa Fe, New Mexico $143M AUM 18.47% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AIM
Archer Investment Management Austin, Texas $293M AUM 16.72% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JAA
Joel Adams & Associates Asheville, North Carolina $135M AUM 10.83% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

GPS Wealth Strategies Group's CVMC Position: Q4 2025 in Review

GPS Wealth Strategies Group sold out of Calvert US Mid-Cap Core Responsible Index ETF (CVMC) in Q4 2025, closing a stake of 1,953 shares — an estimated $124K sold.

GPS Wealth Strategies Group first reported a position in CVMC in Q2 2024 and held it in 6 quarters. The position peaked at $124K in Q3 2025. 43 funds tracked by Wall St. Rank hold CVMC as of Q4 2025.

  • GPS Wealth Strategies Group reported no remaining Calvert US Mid-Cap Core Responsible Index ETF position as of Q4 2025 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 1,953 Calvert US Mid-Cap Core Responsible Index ETF shares in Q4 2025, an estimated $124K.
  • GPS Wealth Strategies Group first reported a position in Calvert US Mid-Cap Core Responsible Index ETF in Q2 2024 and held it in 6 quarters.
  • GPS Wealth Strategies Group's Calvert US Mid-Cap Core Responsible Index ETF position peaked at $124K in Q3 2025.
  • 43 funds tracked by Wall St. Rank held Calvert US Mid-Cap Core Responsible Index ETF as of Q4 2025.

Based on GPS Wealth Strategies Group's 13F filing for Q4 2025, filed 6 Feb 2026.