J.W. Cole Advisors’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

J.W. Cole Advisors’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	$341K	Buy	3,606 +3	+0.1%	+$271	0.01%	1210
2026 Q1	$288K	Buy	3,603 +3	+0.1%	+$252	0.01%	640
2025 Q4	$303K	Buy	3,600 +621	+21%	+$51.8K	0.01%	1095
2025 Q3	$244K	Buy	+2,979	New	+$236K	﹤0.01%	1339

Other funds holding CVLC

SIF

State Insurance Fund New York $255M AUM 23.43% 1-Year Est. Return

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

NBWM

North Berkeley Wealth Management Berkeley, California $247M AUM 30.06% 1-Year Est. Return

Westfuller Advisors New York $275M AUM 24.54% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Fulcrum Capital Seattle, Washington $493M AUM 24.43% 1-Year Est. Return

PAG

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

PFA

Pathway Financial Advisors South Burlington, Vermont $857M AUM 17.21% 1-Year Est. Return

FPF

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

J.W. Cole Advisors's CVLC Position: Q2 2026 in Review

J.W. Cole Advisors increased its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 0.08% in Q2 2026, buying an estimated $271 and bringing the position to 3,606 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #1210.

J.W. Cole Advisors first reported a position in CVLC in Q3 2025 and has held it in 4 quarters since. 36 funds tracked by Wall St. Rank hold CVLC as of Q2 2026.

J.W. Cole Advisors held 3,606 shares of Calvert US Large-Cap Core Responsible Index ETF worth $341K as of Q2 2026.
J.W. Cole Advisors bought 3 Calvert US Large-Cap Core Responsible Index ETF shares in Q2 2026, an estimated $271.
Calvert US Large-Cap Core Responsible Index ETF made up 0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1210 holding.
J.W. Cole Advisors first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q3 2025 and has held it in 4 quarters since.
36 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.