GPS Wealth Strategies Group’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

GPS Wealth Strategies 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
2025 Q4	–	Sell	-3,388	Closed	-$172K	–	774
2025 Q3	$172K	Sell	3,388 -1,576	-32%	-$80K	0.02%	369
2025 Q2	$251K	Sell	4,964 -4,211	-46%	-$213K	0.03%	293
2025 Q1	$464K	Sell	9,175 -2,946	-24%	-$150K	0.06%	182
2024 Q4	$615K	Sell	12,121 -10,853	-47%	-$551K	0.08%	149
2024 Q3	$1.16M	Sell	22,974 -996	-4%	-$50.5K	0.16%	99
2024 Q2	$1.21M	Buy	+23,970	New	+$1.21M	0.18%	87

Other funds holding CVSB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAG

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

Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return

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

VFG

Valley Financial Group Ambler, Pennsylvania $185M AUM 14.05% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

MAC

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

DAS

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

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

GPS Wealth Strategies Group sold out of Calvert Ultra-Short Investment Grade ETF (CVSB) in Q4 2025, closing a stake of 3,388 shares — an estimated $172K sold.

GPS Wealth Strategies Group first reported a position in CVSB in Q2 2024 and held it in 6 quarters. The position peaked at $1.21M in Q2 2024. 38 funds tracked by Wall St. Rank hold CVSB as of Q4 2025.

GPS Wealth Strategies Group reported no remaining Calvert Ultra-Short Investment Grade ETF position as of Q4 2025 after selling out during the quarter.
GPS Wealth Strategies Group sold 3,388 Calvert Ultra-Short Investment Grade ETF shares in Q4 2025, an estimated $172K.
GPS Wealth Strategies Group first reported a position in Calvert Ultra-Short Investment Grade ETF in Q2 2024 and held it in 6 quarters.
GPS Wealth Strategies Group's Calvert Ultra-Short Investment Grade ETF position peaked at $1.21M in Q2 2024.
38 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q4 2025.

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