Journey Strategic Wealth’s Calvert US Large-Cap Core Responsible Index ETF CVLC Stock Holding History

Journey Strategic Wealth’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 Q1	$1.7M	Buy	21,203 +16,783	+380%	+$1.41M	0.04%	121
2025 Q4	$372K	Sell	4,420 -272	-6%	-$22.7K	0.01%	409
2025 Q3	$384K	Buy	4,692 +63	+1%	+$4.99K	0.01%	370
2025 Q2	$354K	Buy	4,629 +328	+8%	+$23.2K	0.01%	378
2025 Q1	$297K	Buy	4,301 +1,028	+31%	+$75.3K	0.01%	336
2024 Q4	$240K	Buy	+3,273	New	+$241K	0.01%	406

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 $12.7B AUM 17.31% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Rossby Financial Melbourne, Florida $489M AUM 36.7% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

OAJ

Ogorek Anthony Joseph Williamsville, New York $365M AUM 18.21% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Journey Strategic Wealth's CVLC Position: Q1 2026 in Review

Journey Strategic Wealth increased its Calvert US Large-Cap Core Responsible Index ETF (CVLC) stake by 380% in Q1 2026, buying an estimated $1.41M and bringing the position to 21,203 shares worth $1.7M. The position accounts for 0.04% of the portfolio, ranked #121.

Journey Strategic Wealth first reported a position in CVLC in Q4 2024 and has held it in 6 quarters since. 74 funds tracked by Wall St. Rank hold CVLC as of Q1 2026.

Journey Strategic Wealth held 21,203 shares of Calvert US Large-Cap Core Responsible Index ETF worth $1.7M as of Q1 2026.
Journey Strategic Wealth bought 16,783 Calvert US Large-Cap Core Responsible Index ETF shares in Q1 2026, an estimated $1.41M.
Calvert US Large-Cap Core Responsible Index ETF made up 0.04% of Journey Strategic Wealth's portfolio in Q1 2026, its #121 holding.
Journey Strategic Wealth first reported a position in Calvert US Large-Cap Core Responsible Index ETF in Q4 2024 and has held it in 6 quarters since.
74 funds tracked by Wall St. Rank held Calvert US Large-Cap Core Responsible Index ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.