HighTower Advisors’s Calvert Ultra-Short Investment Grade ETF CVSB Stock Holding History

HighTower Advisors’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
2026 Q3	$2.75M	Buy	+54,465	New	+$2.76M	﹤0.01%	1591

Other funds holding CVSB

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Rossby Financial Melbourne, Florida $673M AUM 21.47% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return

Natural Investments Windsor, California $471M AUM 21.91% 1-Year Est. Return

Prism Advisors Studio City, California $399M AUM 13.01% 1-Year Est. Return

RW Investment Management Eagle, Idaho $1.13B AUM

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

HighTower Advisors's CVSB Position: Q3 2026 in Review

HighTower Advisors opened a new position in Calvert Ultra-Short Investment Grade ETF (CVSB) in Q3 2026: 54,465 shares worth $2.75M. The stake represents ﹤0.01% of the portfolio and ranks #1591 among its holdings.

29 funds tracked by Wall St. Rank hold CVSB as of Q3 2026.

HighTower Advisors held 54,465 shares of Calvert Ultra-Short Investment Grade ETF worth $2.75M as of Q3 2026.
Calvert Ultra-Short Investment Grade ETF was a new HighTower Advisors position in Q3 2026.
Calvert Ultra-Short Investment Grade ETF made up ﹤0.01% of HighTower Advisors's portfolio in Q3 2026, its #1591 holding.
29 funds tracked by Wall St. Rank held Calvert Ultra-Short Investment Grade ETF as of Q3 2026.

Based on HighTower Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.